For T. Rowe Price Investors

Content last updated December, 2018.

For T. Rowe Price Investors

Your GoldenEggInvesting® Millennial/GenX T. Rowe Price Fund Retirement Investing Plan

May work best for those who are more than 15 years from retirement

GoldenEgg-T.-Rowe-Price-GenX-Chart

  • T. Rowe Price Total Equity Market Index
  • T.Rowe Price International Equity Index
  • T. Rowe Price U.S. Bond Enhanced Index
  • T. Rowe Price Short-Term Bond
  • T. Rowe Price Inflation-Protected Bond
ETF Ticker Asset Class % of Holdings $ Value*
T. Rowe Price Total Equity Market Index POMIX U.S. Stocks 45% $45,000
T.Rowe Price International Equity Index PIEQX International Stocks 15% $15,000
T. Rowe Price U.S. Bond Enhanced Index PBDIX High-Quality Corporate Bonds 20% $20,000
T. Rowe Price Short-Term Bond PRWBX Short-Term Bonds 10% $10,000
T. Rowe Price Inflation-Protected Bond PRIPX Inflation Protection 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.44% $438.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

Your GoldenEgg Investing® Standard T. Rowe Price Fund Plan

May work best for people who plan to retire in 8 to 15 years

chart1

  • T. Rowe Price Total Equity Market Index
  • T.Rowe Price International Equity Index
  • T. Rowe Price U.S. Bond Enhanced Index
  • T. Rowe Price Short-Term Bond
  • T. Rowe Price Inflation-Protected Bond
  • T. Rowe Price Prime Reserve
ETF Ticker Asset Class % of Holdings $ Value*
T. Rowe Price Total Equity Market Index POMIX U.S. Stocks 40% $40,000
T.Rowe Price International Equity Index PIEQX International Stocks 10% $10,000
T. Rowe Price U.S. Bond Enhanced Index PBDIX Intermediate-Term Bonds 20% $20,000
T. Rowe Price Short-Term Bond PRWBX Short-Term Bonds 10% $10,000
T. Rowe Price Inflation-Protected Bond PRIPX Inflation Protection 10% $10,000
T. Rowe Price Prime Reserve PRRXX  Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.48% $482.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Conservative T. Rowe Price Fund Plan

May work best for people who plan to retire in 1 to 7 years

chart1

  • T. Rowe Price Total Equity Market Index
  • T.Rowe Price International Equity Index
  • T. Rowe Price U.S. Bond Enhanced Index
  • T. Rowe Price Short-Term Bond
  • T. Rowe Price Inflation-Protected Bond
  • T. Rowe Price Prime Reserve
ETF Ticker Asset Class % of Holdings $ Value*
T. Rowe Price Total Equity Market Index POMIX U.S. Stocks 35% $35,000
T.Rowe Price International Equity Index PIEQX International Stocks 15% $15,000
T. Rowe Price U.S. Bond Enhanced Index PBDIX Intermediate-Term Bonds 20% $20,000
T. Rowe Price Short-Term Bond PRWBX Short-Term Bonds 10% $10,000
T. Rowe Price Inflation-Protected Bond PRIPX Inflation Protection 10% $10,000
T. Rowe Price Prime Reserve PRRXX Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.46% $458.00

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.

Your GoldenEgg Investing® Retiree T. Rowe Price Fund Plan

May work best for people who are already retired

chart1

  • T. Rowe Price Total Equity Market Index
  • T. Rowe Price Dividend Growth
  • T.Rowe Price International Equity Index
  • T. Rowe Price U.S. Bond Enhanced Index
  • T. Rowe Price Short-Term Bond
  • T. Rowe Price Inflation-Protected Bond
  • T. Rowe Price Prime Reserve
ETF Ticker Asset Class % of Holdings $ Value*
T. Rowe Price Total Equity Market Index POMIX U.S. Stocks 20% $20,000
T. Rowe Price Dividend Growth PRDGX U.S. Dividend Stocks 10% $10,000
T.Rowe Price International Equity Index PIEQX International Stocks 10% $10,000
T. Rowe Price U.S. Bond Enhanced Index PBDIX Intermediate-Term Bonds 25% $25,000
T. Rowe Price Short-Term Bond PRWBX Short-Term Bonds 15% $15,000
T. Rowe Price Inflation-Protected Bond PRIPX Inflation Protection 10% $10,000
T. Rowe Price Prime Reserve PRRXX Money Market Fund 10% $10,000
Total Investment Value 100% $100,000
Total Expenses** 0.51% $509.50

*Based on $100,000 in retirement assets.
**Does not include trading commissions or cost of GoldenEgg Investing® subscription.

For more explanations of these plans, click on “How Our Plans Work” in drop-down menu.