4 / 5 Stars
5 5 1 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#25 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.61 percent over the past year, 12.89 percent over the past three years, 16.42 percent over the past five years, and 8.19 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||8.2%|
The investment seeks the highest total return over time consistent with a primary emphasis on capital growth and a secondary emphasis on income. The fund invests in a diversified portfolio typically consisting of approximately 80% stocks and 20% bonds and money market securities, and cash reserves. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70%-90%) and bonds and money markets (10-30%).
Fees are Low compared to funds in the same category.
T. Rowe Price Personal Strategy Growth Fund has an expense ratio of 0.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.