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    T. Rowe Price Personal Strat Inc (PRSIX)

    17.60 Down 0.39(2.17%) Jun 24
    Prev Close:17.99
    YTD Return*:2.89%
    Net Assets*:1.61B
    Yield*:1.92%

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Instl High Yield6.12N/A
    T. Rowe Price Instl Emerging Mkts Bond6.05N/A
    T. Rowe Price Instl Intl Bond5.83N/A
    T. Rowe Price Instl Emerging Mkts Eq2.75N/A
    T. Rowe Price Real Assets1.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.61B
    Category:Allocation--30% to 50% Equity
    Annual Report Expense Ratio (net):0.44%

    Performance & Risk

    YTD Return:2.89%
    5y Avg Return:5.36%
    Rank in Category (ytd):53
    % Rank in Category (ytd):8.69%
    Beta (3y):0.82
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks and 60% bonds, money market securities, and cash reserves. T. Rowe Price may decide to overweight or underweight a particular asset class based on the managers' outlook for the economy and financial markets. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30%-50%) and bonds and money markets (50-70%). View More
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