T. Rowe Price funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $2,500.
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T. Rowe Price Spectrum Moderate Allocation Fund
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TRPBX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on TRPBX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
T. Rowe Price Spectrum Moderate Allocation Fund
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Pre-filled with TRPBX's historical average return
Important: This projection uses simplified assumptions based on TRPBX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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TRPBX is the ticker symbol for T. Rowe Price Spectrum Moderate Allocation Fund, a Moderate Allocation mutual fund managed by T. Rowe Price.
TRPBX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
TRPBX has posted a 1-year return of +10.06%, 3-year return of +14.92%, 5-year return of +5.42%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
TRPBX requires a minimum initial investment of $2,500. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether TRPBX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Moderate Allocation category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
