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T. Rowe Price Spectrum Mod Gr Allc (TRSGX)

38.10
-1.24
(-3.15%)
At close: 8:04:00 PM EDT
Loading Chart for TRSGX
  • Previous Close 39.34
  • YTD Return 2.88%
  • Expense Ratio 0.78%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.57B
  • Beta (5Y Monthly) 1.08
  • Yield 1.49%
  • 5y Average Return --
  • Holdings Turnover 42.90%
  • Last Dividend 0.62
  • Inception Date Jul 29, 1994

The fund invests in a diversified portfolio typically consisting of approximately 80% of its net assets in stocks; 16% of its net assets in bonds, money market securities, and cash reserves; and 4% of its net assets in alternative investments. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70-90%), bonds, money markets securities, and cash reserves (5-25%), and alternative investments (0-10%).

T. Rowe Price

Fund Family

Allocation--70% to 85% Equity

Fund Category

3.57B

Net Assets

1994-07-29

Inception Date

Performance Overview: TRSGX

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Trailing returns as of 4/2/2025. Category is Allocation--70% to 85% Equity.

YTD Return

TRSGX
2.88%
Category
11.35%
 

1-Year Return

TRSGX
11.31%
Category
32.83%
 

3-Year Return

TRSGX
5.86%
Category
11.75%
 

5-Year Return

TRSGX
9.29%
Category
11.53%
 

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Holdings: TRSGX

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Sector Weightings

SectorTRSGX
Technology   21.95%
Healthcare   11.54%
Industrials   10.12%
Energy   5.51%
Real Estate   4.15%
Utilities   2.55%

Recent News: TRSGX

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Research Reports: TRSGX

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