All-in-one funds provide one-stop shopping for investors who need a complete, well-managed portfolio to achieve an investment goal but don't wish to build and manage a portfolio on their own.
The Retirement Funds are a series of investments tailored to your expected retirement date. Simply select the fund closest to the year in which you expect to retire or have retired—our professional managers will select an appropriate portfolio and adjust it over time as retirement approaches. The series also includes a Retirement Income Fund that offers a static, income-producing portfolio for those already in retirement.
The Personal Strategy Funds provide three options for investors who want a simple, well-diversified portfolio.
- Personal Strategy Income invests approximately 40% of assets in stocks, 40% in bonds, and 20% in money market securities. It is appropriate for intermediate-term goals.
- Personal Strategy Balanced invests approximately 60% in stocks, 30% in bonds, and 10% in money market securities. It is appropriate for intermediate- to long-term goals.
- Personal Strategy Growth invests approximately 80% in stocks and 20% in bonds and money market securities. It is appropriate for long-term goals.
The Balanced Fund provides a combination of stock and bond investments. Holdings are selected according to T. Rowe Price’s disciplined investment approach and are rebalanced regularly. It can be used to pursue a wide variety of intermediate- to long-term investment goals.
These funds are subject to market risk, including possible loss of principal. In addition, the funds are subject to the risks of fixed-income investing, including interest rate risk and credit risk.
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