T. Rowe Price Spectrum Moderate Allocation Fund I Class (TPPAX) Research
This fund aims to achieve the highest possible overall return over the long term, focusing on a balanced approach that emphasizes both the growth of capital and the generation of income. It invests in a diversified mix of assets, typically allocating about 60% to stocks, 35% to bonds, money market instruments, and cash, and 5% to alternative investments, potentially including hedge funds. Under normal market conditions, its exposure to these broad asset classes will stay within the following ranges: 50-70% in stocks, 25-45% in bonds, money market securities, and cash reserves, and 0-10% in alternative investments.
Market snapshot
- Symbol
- TPPAX
- Price
- $26.84
- Day change
- +0.83%
- Market cap
- $2.1B
- 52-week range
- 24.34-26.87
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- iShares MSCI Total International Index Fund - Class A (BDOAX)
- iShares Russell Mid-Cap Index Inv A (BRMAX)
- iShares Russell Mid-Cap Index K (BRMKX)
- BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX)
- Diamond Hill Long-Short Fund (DIAMX)
- American Funds Retirement Income Portfolio - Enhanced Class F-1 (FCFWX)
- Harbor Small Cap Value Fund Institutional Class (HASCX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
Open T. Rowe Price Spectrum Moderate Allocation Fund I Class (TPPAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.