4 / 5 Stars
5 5 4 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#8 in Conservative Allocation
U.S. News evaluated 201 Conservative 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 9.60 percent over the past year, 8.34 percent over the past three years, 6.15 percent over the past five years, and 7.54 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.0%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||6.1%|
|10 Years (Annualized)||7.5%|
The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks, 40% bonds, and 20% money market securities. Domestic stocks are drawn from the overall U.S. market. International stocks are selected primarily from large companies in developed markets but may also include investments in emerging markets.
Fees are Average compared to funds in the same category.
T. Rowe Price Personal Strategy Income Fund has an expense ratio of 0.48 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.