About TRPBX
The T. Rowe Price Spectrum Moderate Allocation Fund Investor Class is a diversified mutual fund designed to pursue a balance between capital growth and current income. Its primary function is to seek the highest total return over time, within a moderate risk profile, by maintaining a strategic allocation of approximately 60% equities, 33% fixed income instruments including bonds and money market securities, and around 7% alternative investments. This approach allows the fund to capture growth opportunities in the equity market while providing stability and income from bonds and alternative assets. The portfolio is actively managed and regularly rebalanced within defined ranges to respond to evolving economic conditions and market dynamics, enabling adjustments based on outlooks for equities, interest rates, and other factors. With over 1,700 holdings, the fund invests globally across sectors such as technology, real assets, and emerging markets, as demonstrated by significant allocations to funds targeting emerging markets equities and bonds, real assets, and large-cap technology companies like Microsoft. As a result, the fund serves as a core holding for investors seeking a globally diversified, moderate risk solution aimed at consistent long-term returns, fitting within the global moderate allocation category.
Fund Family T. Rowe Price
Category Mix Tgt All Mod
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TRPBX
Index Index is not available on Lipper Database
TRPBX had a total return of 14.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.48%.
