T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) Research

This fund allocates its capital across a diverse investment portfolio. Its typical holdings are generally composed of around 80% equities, 16% in a blend of fixed-income instruments, money market securities, and cash reserves, and 4% in non-traditional assets, which often includes exposure to hedge funds. In usual market environments, the fund adheres to specific allocation boundaries for these main asset categories: 70-90% for stocks, 5-25% for bonds, money market instruments, and cash equivalents, and 0-10% for alternative investments.

Market snapshot

Symbol
TRSGX
Price
$46.62
Day change
+1.04%
Market cap
$4.3B
52-week range
40.66-46.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Asset Fund (BARIX)
  • Baron Small Cap Fund (BSCFX)
  • MFS Conservative Allocation Fund (MACFX)
  • T. Rowe Price Spectrum Conservative Allocation Fund (PRSIX)
  • Touchstone Large Cap Focused Fund (SENCX)
  • Schwab Fundamental International Large Company Index Fund (SFNNX)
  • Allspring Growth Fund (SGRKX)
  • T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX)

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