T. Rowe Price Spectrum Growth Fund

 (MUTF:PRSGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.76%
   
1 week   +1.30%
   
4 week   +0.31%
   
3 month   +5.45%
   
YTD   +7.87%
   
1 year   +13.98%
   
3 years*   +7.20%
   
5 years*   +10.89%
   
*annualized
Best 3 month return+32.37%  
Worst 3 month return-35.81%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Below Average Below Average
5 years Below Average Below Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.58B 
Front load-  
Deferred load-  
Expense ratio0.79%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash3.06%  
Stocks96.52%  
Bonds0.05%  
Preferred0.05%  
Convertible0.01%  
Other0.30%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
22.58-0.04(-0.18%)
Apr 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and growth of income with current income as a secondary objective. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. The fund, which normally invests in a variety of domestic and international equity funds and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time.
Fund filings (PDF) »
Asset manager:
Charles Shriver (Started: May 1, 2011)
Advisor Company:
T. Rowe Price Associates, Inc.
Fund family reports on Morningstar »
Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.48 -2.92 -2.51 -1.40
Beta* 0.75 0.97 1.00 1.08
Mean annual return 1.30 0.60 0.88 0.64
R-squared* 62.78 90.31 90.21 95.46
Standard deviation 5.89 10.64 10.70 16.95
Sharpe ratio 2.59 0.66 0.97 0.42
* Against standard index

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