Each Retirement Blend Trust seeks the highest total return over time, consistent with an emphasis on both capital growth and income. Our goal is to support the value of active management in key areas of opportunity, combined with the efficiency of passive management.
Retirement Blend Glide Path
• Retirement Blend Trusts do not reach a static mix at or near expected retirement.
• Reallocation to a more conservative asset mix over time out to 30 years past expected retirement date.
• Minimum equity exposure of approximately 30% reached 30 years after expected retirement date.
Defined Contribution Investment Only
We would be pleased to discuss our solutions, products, and capabilities with you. Speak to one of our DCIO sales consultants to learn more about CITs and, more specifically, about which T. Rowe Price CITs may be suitable.