T. Rowe Price Personal Strat Growth
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-5660
| Category: | Moderate Allocation | | Fund Family: | T. Rowe Price | | Net Assets: | 961.35M | | Year-to-Date Return: | 31.01% | | Yield: | 1.74% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jul-94 |
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Edmund M. Notzon III
Lead Manager since
30-Nov-98 | | | Notzon has been a member of the Portfolios committee since May 2003,and is managing director with T. Rowe Price Associates, his employer since 1989. Notzon holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks the highest total return over time consistent with a primary emphasis on capital growth and a secondary emphasis on income. The fund invests in a diversified portfolio typically consisting of about 80% stocks and 20% bonds and money market securities. |
| Last Dividend
(11-Dec-08):
| 0.34 | | Last Cap Gain
(18-Dec-07):
| 2.46 | | Annual Holdings Turnover
| 55.70% | | Average for Category:
| 74.74% |
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| Expense | TRSGX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 290 | $632 | | 5 Yr Expense Projection*: |
$ 504 | $951 | | 10 Yr Expense Projection*: |
$ 1,120 | $1,857 |
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0.17% Nasdaq 0.00%
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