T. Rowe Price Spectrum Conservative Allocation Fund I Class (PPIPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
20.98
+0.05 (0.24%)
At close: Feb 13, 2026
Fund Assets2.26B
Expense Ratio0.56%
Min. Investment$1,000,000
Turnovern/a
Dividend (ttm)1.48
Dividend Yield7.06%
Dividend Growth87.04%
Payout FrequencyQuarterly
Ex-Dividend DateDec 17, 2025
Previous Close20.93
YTD Return2.54%
1-Year Return12.55%
5-Year Return25.84%
52-Week Low17.53
52-Week High21.05
Beta (5Y)n/a
Holdings1817
Inception DateMar 23, 2016

About PPIPX

The Fund's investment strategy focuses on Income with 0.29% total expense ratio. The minimum amount to invest in T Rowe Price Personal Strategy Funds, Inc: T Rowe Price Spectrum Conservative Allocation Fund; Class I Shares is $1,000,000 on a standard taxable account. T Rowe Price Personal Strategy Funds, Inc: T Rowe Price Spectrum Conservative Allocation Fund; Class I Shares seeks high total return with primary emphasis on capital appreciation using a portfolio comprised of 40% stocks, 40% bonds, and 20% money markets.

Category Mix Tgt Alloc Con
Stock Exchange NASDAQ
Ticker Symbol PPIPX
Share Class -i Class
Index Index is not available on Lipper Database

Performance

PPIPX had a total return of 12.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.04%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VGYAXVanguardVanguard Global Wellesley Income Fund Admiral Shares0.31%
VWIAXVanguardVanguard Wellesley® Income Fund Admiral™ Shares0.16%

Top 10 Holdings

46.04% of assets
NameSymbolWeight
Blackstone Partners Offshore Fundn/a7.86%
T. Rowe Price Dynamic Global Bond Fund I ClassRPEIX7.56%
T. Rowe Price International Bond Fund (USD Hedged) I ClassTNBMX6.02%
T. Rowe Price Gov. ReserveTRPGRIA5.05%
T. Rowe Price Emerging Markets Bond Fund I ClassPRXIX4.82%
T. Rowe Price Institutional High Yield FundTRHYX4.30%
T. Rowe Price Institutional Emerging Markets Equity FundIEMFX3.33%
T. Rowe Price Multi-Strategy Total Return Fund I ClassTMSSX2.68%
T. Rowe Price Real Assets Fund I ClassPRIKX2.56%
T. Rowe Price Institutional Floating Rate FundRPIFX1.86%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 17, 2025$1.0835Dec 18, 2025
Sep 26, 2025$0.1293Sep 29, 2025
Jun 26, 2025$0.1493Jun 27, 2025
Mar 27, 2025$0.1191Mar 28, 2025
Dec 18, 2024$0.3868Dec 19, 2024
Sep 26, 2024$0.1236Sep 27, 2024
Full Dividend History