Offers a way to try to balance the potential capital appreciation of common stocks with the income and relative stability of bonds over the long term.
Stock prices can fall because of weakness in the broad market, a particular industry, or specific holdings.
Bonds may decline due to rising interest rates, a credit rating downgrade, or failure of the issuer to make timely payments of interest or principal.
Foreign investments are subject to risks, including adverse political and economic developments overseas, greater volatility, less liquidity, and the possibility that foreign currencies will decline against the dollar.
Intended for investors seeking a middle-of-the-road approach that emphasizes stocks for their higher capital appreciation potential but retains a significant income component to temper principal volatility.
The fund can be used in both regular and tax-deferred accounts, such as IRAs.
Platforms (Investor Class)
NTFNo Transaction Fee
Asset Allocation Committee
Asset allocation decisions are made by the firm's Asset Allocation Committee, which includes some of the firm's most senior investment management professionals.
Underlying Security Managers
Individual security selection is made by portfolio managers of the Fund's component strategies drawing on the fundamental insights of T.Rowe Price's team of around 200 global research analysts.