T. Rowe Price Model Portfolios

A new model for success

On average, financial professionals spend 44 days a year on investment management. Streamline the process with model portfolios. It’s all about pursuing better outcomes—starting with more time to grow your practice.

T. ROWE PRICE MODEL PORTFOLIOS

A new model for success

On average, financial professionals spend 44 days a year on investment management. Streamline the process with model portfolios. It’s all about pursuing better outcomes—starting with more time to grow your practice.

From building wealth to delivering income, address a wide variety of real-life client goals with our menu of model portfolios. Your models-based practice will be supported by our disciplined strategic investing approach every step of the way. Want to learn more about selecting and using models?
Check out our model portfolio tools and resources.

Model Portfolios Target Allocation Icon

Target Allocation

Risk-based series of models that seek to meet long-term objectives 

Target Allocation Active Series

8 Models

Risk-based series of models, which are composed of actively managed funds and serve a variety of long-term client goals

Morningstar Bronze Award

Morningstar Medalist Rating™

Rating as of 2/23/2023
Analyst-Driven % - 100%
Data Coverage % - 100%


Model Portfolios Building Block Icon

Building Block

Component models that achieve targeted exposures

Equity Building Block Models

2 Models

Component models that provide equity exposure targeted to a specific category or region

Morningstar Gold Award

Morningstar Medalist Rating™

Rating as of 6/30/2023
Analyst-Driven % - 55%
Data Coverage % - 81%


Model Portfolios Outcome Icon

Outcome

Models designed to address specific objectives

Income Models

2 Models

Income generation models comprised of income-oriented equity, U.S. fixed income, and international fixed income

Morningstar Bronze Award

Morningstar Medalist Rating™

Rating as of 10/1/2022
Analyst-Driven % - 100%
Data Coverage % - 100%

Low Duration Models

4 Models

Conservative models aligned to a range of short-term investment objectives

Morningstar Silver Award

Morningstar Medalist Rating™

Rating as of 6/30/2023
Analyst-Driven % - 55%
Data Coverage % - 81%

Stay ahead of change with actionable insights.

Get our experts’ latest thinking on everything from model portfolios to multi-asset investing delivered right to your inbox. You’ll also receive our popular Global Asset Allocation Viewpoints.

Build your practice with models built by our Multi-Asset experts.

Your clients count on the highest level of investment management and client service. As a leading active manager and trusted partner, we bring our best multi-asset thinking from specialists around the globe to all our model portfolios. So you can be confident you’re helping deliver the long-term results your clients deserve. Learn about our multi-asset capabilities.

80+ Professionals

dedicated to multi-asset investing

30+ Years

offering multi-asset solutions

$400+ Billion

managed in multi-asset strategies

as of 6/30/23

Getting started: Choosing and using model portfolios

As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.

Getting started: Choosing and using model portfolios

As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.

Your investment process. Our expertise.

Refine holdings, build models, adjust portfolios, and inform investment decisions. Let's put our proven multi-asset expertise to work for your clients.

If you’re thinking about models, talk to us.

Broker-Dealer, RIA, Regional and National Banks

A wide range of multi-asset insights, products, and services

Due diligence, fiduciary, and regulatory support

Solutions for growing and scaling your business

More time for client-facing activities


Consider the investment objectives, risks, and charges and expenses of the T. Rowe Price mutual funds carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, visit troweprice.com or contact your financial professional. Read it carefully.

The T. Rowe Price model portfolios are a nondiscretionary investment management program provided by T. Rowe Price Associates, Inc. T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc. T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc., are affiliated companies. The T. Rowe Price group of companies, including its affiliates, receive revenue from T. Rowe Price investment products and services.

This material is provided for informational purposes only; it is not personalized investment advice, a recommendation concerning investments, investment strategies, or account types by T. Rowe Price Associates, Inc., or any of its affiliates (T. Rowe Price), and it is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price’s role is limited to providing your financial professional with nondiscretionary investment advice in the form of model portfolios. The T. Rowe Price model portfolios are only available through financial professionals, and your financial professional is responsible for determining if these portfolios and the mutual funds utilized in them are appropriate for you. T. Rowe Price’s role is limited to providing your advisor with nondiscretionary investment advice in the form of model portfolios. The implementation of these model portfolios and any securities selected for your account is at the full discretion of your financial professional.

Risks: All investments are subject to risk, including possible loss of principal. The model portfolios are subject to the risks of the underlying mutual funds utilized in the model. Fixed income securities are subject to credit risk, liquidity risk, call risk, and interest rate risk. As interest rates rise, bond prices generally fall. International, mid-cap, and small-cap investing are subject to additional risks and volatility. These risks are generally greater for investments in emerging markets. Diversification does not assure a profit nor protect against a loss in a declining market.

The Morningstar Medalist RatingTM is the summary expression of Morningstar's forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar's conviction in those products' investment merits and determines the Medalist Rating they're assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst's qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly. For more detailed information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures/.

The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.

© 2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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