How can investing in a T. Rowe Price asset allocation fund help you meet your investment goals?
T. Rowe Price offers a collection of reports that explain fundamental investment strategies, including the value of maintaining the kind of diversified portfolio that asset allocation funds can provide. Diversification cannot assure a profit or protect against loss in a declining market.
*Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
For each 3-, 5-, and 10-year period ended 9/30/09, 80% of our funds beat their Lipper average. Results will vary for other periods. Past performance cannot guarantee future results. All funds are subject to market risk, including possible loss of principal. Based on cumulative total return, 128 of 162 (79%), 115 of 139, 111 of 127, and 57 of 71 T. Rowe Price funds (including all share classes and excluding funds used in insurance products) outperformed their Lipper average for the 1-, 3-, 5-, and 10-year periods ended 9/30/09, respectively. Not all funds outperformed for all periods. Fund returns have been affected by market volatility and are negative for certain periods. (Source for data: Lipper Inc.)
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