T. Rowe Price model portfolios
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Stay updated on the latest allocation changes across our model portfolio suite with this quick video from our investments team.
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Model portfolios
From building wealth to delivering income, address a wide variety of real-life client goals with our menu of model portfolios.
Risk-based series of models that seek to meet long-term objectives
Target Allocation Active Series
A series of models that are composed of actively managed funds and serve a variety of long-term client goals
Target Allocation Blend Series
A series of models that are composed of actively managed ETFs and funds along with third-party passive investments to provide clients additional options to meet their long-term goals
Target Allocation Blend ETF Series
A series of models composed of active T. Rowe Price ETFs and passive third-party ETFs that can help address a range of long-term investment goals while leveraging the convenience, cost effectiveness, and tax efficiency of ETFs
Target Allocation Tax-Aware Blend Series
A series of actively managed T. Rowe Price strategies alongside third-party passive ETFs, these models can help address long-term client needs for greater tax efficiency by combining tax-free income and leveraging highly tax-efficient vehicles
Component models that achieve targeted exposures
Equity Building Block Models
Component models that provide equity exposure targeted to a specific category or region
Equity Blend ETF Building Block Model
A component model, which is composed of actively managed ETFs along with third-party passive investments allocated across U.S. sectors and market capitalizations
Models designed to address specific objectives
Income Models
Income generating models composed of income-oriented equity, U.S. fixed income, and international fixed income
Low Duration Models
Conservative models aligned to a range of short-term investment objectives
Custom Model Portfolios
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Your clients count on the highest level of investment management and client service. We bring our best multi-asset thinking from specialists around the globe to our model portfolios. You can be confident that you’re helping deliver the long-term results your clients deserve.
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Getting started: Using and choosing models
Learn what to look for in model portfolios and how to make them work for your clients.
Why T. Rowe Price model portfolios?
An overview of our comprehensive range of model portfolios and the investment management process behind them.
Hi, I'm Som Priestley, here to share our latest portfolio positioning update following our recent tactical rebalance. In March, we added to U.S. equities, a move that proved timely as U.S. equities delivered strong returns in both April and May.
In this rebalance, the key theme is straightforward: we again added to U.S. assets, this time across both stocks and bonds. On the equity side, we increased exposure to the U.S., taking from international developed stocks.
We continue to see stronger corporate fundamentals, consistent earnings growth, and meaningful support from AI-related capital spending. We also believe the U.S. benefits from a more favorable policy and energy backdrop relative to many international markets.
In fixed income, we added to U.S. investment-grade core and short-term bonds, as higher yields improved the opportunity set. We funded that move from non-U.S. fixed income, where inflation pressures and central bank tightening risks look more challenging.
So, across the portfolio, we are leaning further into the U.S., favoring markets where we see a stronger macro backdrop and better fundamentals.
Importantly, this is about positioning client portfolios toward areas of opportunity while staying disciplined in an environment where growth, inflation, and monetary policy are increasingly diverging across regions. Bottom line: we remain positive on the market outlook, but focused on where fundamentals are the strongest. We are leaning into the U.S. while maintaining select overweights in areas like emerging markets and small-cap equities.
From here, we are watching the health and sustainability of current AI spending, policy divergence, and geopolitical risk.
Important Information
The S&P 500 Index, which tracks the performance of 500 of the largest publicly traded companies in the United States, returned 10.49% in April and 5.56% in May.
This material is being furnished for general and/or marketing purposes only. It does not give advice of any nature and is not a solicitation to buy or sell any securities. Seek independent legal, financial and tax advice before making any investment decision. This material is not intended to predict future events. Past performance is not a reliable indicator of future results.
Risk: All investments are subject to risk, including possible loss of principal. The model portfolios are subject to the risks of the underlying funds utilized in the model.
The Model Portfolios are not individualized to the needs of, nor are they specific to, any financial professional or client of the financial professional. Financial professionals are responsible for determining if the portfolios and the funds utilized in them are appropriate for their clients. T. Rowe Price does not have investment or trading discretion over any portfolios or accounts derived from this information.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current. The views and data are as of June 22nd, 2026 and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates.
The T. Rowe Price model portfolios, a nondiscretionary investment management program provided by T. Rowe Price Associates, Inc., adviser. T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price funds. The T. Rowe Price group of companies, including its affiliates, receive revenue from T. Rowe Price investment products and services.
For definitions of financial terms, see www.troweprice.com/glossary.
© 2026 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, the Bighorn Sheep design, and related indicators (see troweprice.com/ip) are trademarks of T. Rowe Price Group, Inc. All other trademarks are the property of their respective owners.
202606-5568837
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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.Municipal securities will be highly impacted by events tied to the overall municipal securities markets, which can be very volatile and significantly affected by unfavorable legislative or political developments and adverse changes in the financial conditions of municipal securities issuers and the economy. Some income may be subject to state and local taxes and the federal alternative minimum tax. Capital gains, if any, are generally taxable.
ETFs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions which will reduce returns.
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