T. Rowe Price Spectrum Moderate Allocation Fund I Class (TPPAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
24.94
0.00 (0.00%)
Apr 2, 2026, 4:00 PM EST
Fund Assets2.29B
Expense Ratio0.62%
Min. Investment$1,000,000
Turnovern/a
Dividend (ttm)2.15
Dividend Yield8.63%
Dividend Growth30.44%
Payout FrequencyQuarterly
Ex-Dividend DateMar 27, 2026
Previous Close24.94
YTD Return0.08%
1-Year Return13.40%
5-Year Return28.83%
52-Week Low22.16
52-Week High26.84
Beta (5Y)n/a
Holdings1735
Inception DateMar 23, 2016

About TPPAX

The Fund's investment strategy focuses on Flexible Portfolio with 0.42% total expense ratio. The minimum amount to invest in T Rowe Price Personal Strategy Funds, Inc: T Rowe Price Spectrum Moderate 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 Moderate Allocation Fund; Class I Shares seeks a high total return with primary emphasis on capital appreciation using a portfolio comprised of 60% stocks, 30% bonds and 10% money markets.

Category Mix Tgt All Mod
Stock Exchange NASDAQ
Ticker Symbol TPPAX
Share Class -i Class
Index Index is not available on Lipper Database

Performance

TPPAX had a total return of 13.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.26%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
VSCGXVanguardVanguard LifeStrategy Conservative Growth Fund Investor Shares0.12%
VTMFXVanguardVanguard Tax-Managed Balanced Fund Admiral Shares0.09%

Top 10 Holdings

36.30% of assets
NameSymbolWeight
Blackstone Partners Offshore Fundn/a5.91%
T. Rowe Price Institutional Emerging Markets Equity FundIEMFX4.92%
T. Rowe Price International Bond Fund (USD Hedged) I ClassTNBMX4.55%
T. Rowe Price Real Assets Fund I ClassPRIKX3.99%
T. Rowe Price Dynamic Global Bond Fund I ClassRPEIX3.90%
T. Rowe Price Emerging Markets Bond Fund I ClassPRXIX2.98%
T. Rowe Price Gov. ReserveTRPGRIA2.94%
T. Rowe Price Institutional High Yield FundTRHYX2.63%
NVIDIA CorporationNVDA2.48%
T. Rowe Price U.S. Treasury Long-Term Index Fund I ClassPRUUX2.00%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Mar 27, 2026$0.1085Mar 30, 2026
Dec 17, 2025$1.7785Dec 18, 2025
Sep 26, 2025$0.1126Sep 29, 2025
Jun 26, 2025$0.1524Jun 27, 2025
Mar 27, 2025$0.1058Mar 28, 2025
Dec 18, 2024$1.2847Dec 19, 2024
Full Dividend History