4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#64 in Moderate Allocation
U.S. News evaluated 247 Moderate 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 16.60 percent over the past year, 9.93 percent over the past three years, 18.35 percent over the past five years, and 7.54 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||7.5%|
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of approximately 60% stocks and 40% bonds, money market securities, and cash reserves. T. Rowe Price may decide to overweight or underweight a particular asset class based on our outlook for the economy and financial markets. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (50-70%); bonds (20-40%); and money markets (0-20%).
Fees are Average compared to funds in the same category.
T. Rowe Price Personal Strategy Balanced Fund has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.