The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of approximately 60% stocks and 40% bonds, money market securities, and cash reserves. T. Rowe Price may decide to overweight or underweight a particular asset class based on our outlook for the economy and financial markets. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (50-70%); bonds (20-40%); and money markets (0-20%).
Fund filings (PDF) »
Charles Shriver (Started: May 1, 2011)
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Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24