GOLDEN HOPE PLANTATIONS BHD
100 East Pratt Street Baltimore MD 21202
Phone: 800-492-7670
| Category: | Target Date 2021-2025 | | Fund Family: | T. Rowe Price | | Net Assets: | 4.01B | | Year-to-Date Return: | 33.50% | | Yield: | 1.83% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Feb-04 |
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Jerome A. Clark
Lead Manager since
27-Feb-04 | | | Clark joined T. Rowe Price in 1992 and has been managing investments since 1993. Clark holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. It expects to invest 83% of assets in stock funds and 16.50% in fixed-income funds and 0.5% short-term income. While the fund is nondiversified, it invests in diversified underlying funds. |
| Last Dividend
(19-Dec-08):
| 0.20 | | Last Cap Gain
(19-Dec-08):
| 0.30 | | Annual Holdings Turnover
| 17.30% | | Average for Category:
| 35.17% |
|
| Expense | TRRHX | Category
Avg | | Total Expense Ratio: | %
| 0.59% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.22% | | Max Deferred Sales Load: | %
| 2.00% | | 3 Yr Expense Projection*: |
$N/A | $613 | | 5 Yr Expense Projection*: |
$N/A | $930 | | 10 Yr Expense Projection*: |
$N/A | $1,910 |
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0.12 (1.19%)
