TRSGX : T. Rowe Price Spectrum Moderate Growth Allocation Fund

TRSGX is a Allocation Market All-In-One with MODERATE fees.

TRSGX

T. Rowe Price Spectrum Moderate Growth Allocation Fund

FI Score

63 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

63% FI Score
  • trsgx
  • Mutual Fund
  • Allocation
  • All-In-One

T. Rowe Price Spectrum Moderate Growth Allocation Fund

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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; 16% bonds, money market securities, and cash reserves; and 4% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70-90%), bonds and money markets (5-25%), and alternative investments (0-10%).

Largest Holdings

Amount Holding
6.24% T. Rowe Price Instl Emerging Mkts Eq
4.74% BlackRock Multi Mgr Partners Offshore
2.66% Amazon.com Inc
2.61% Microsoft Corp
2.11% T. Rowe Price Intl Bd (USD Hdgd) I
1.89% Alphabet Inc Class C
1.85% T. Rowe Price Real Assets I
1.57% Facebook Inc A
1.33% T. Rowe Price US Treasury Long-Term I
1.25% Alibaba Group Holding Ltd ADR
1.16% T. Rowe Price Instl High Yield
1.16% Danaher Corp
1.14% T. Rowe Price Instl Emerging Mkts Bond
1.13% NextEra Energy Inc
0.91% Visa Inc Class A
0.89% General Electric Co
0.80% Prologis Inc
0.78% Apple Inc
0.77% Tencent Holdings Ltd ADR
0.76% Thermo Fisher Scientific Inc
0.74% Nestle SA ADR
0.74% Mastercard Inc A
0.73% T. Rowe Price Instl Floating Rate
0.67% Linde PLC
0.67% UnitedHealth Group Inc

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