Target Allocation Active Series
Composed of actively managed funds, these models can help you efficiently address a variety of long-term client objectives across a range of risk profiles.
Get our Target Allocation Active Series literature—Model Viewpoints, Fact Sheets, and more—delivered right to your inbox.
Everything you need to know about the models
Stay informed and enhance your client conversations with our Target Allocation Active Series literature.
Model Viewpoints
Get our experts’ perspective on the markets and any related positioning changes to our Target Allocation Active models.
Trade Update
Keep up to date on the latest trades in our Target Allocation Active models and the thinking behind them.
Market Update
Take a deeper dive into our experts’ reactions to the market events and topics that are dominating the headlines.
Your one-stop shop for risk-based portfolios
A diversified mix of stock and bond allocations for a range of investment objectives, our Target Allocation Active Series features strategic portfolio design, bottom-up security selection, and tactical asset allocation by our Multi-Asset experts. For your other portfolio needs, view all models.
100% Fixed Income
10% Equity
90% Fixed Income
20% Equity
80% Fixed Income
40% Equity
60% Fixed Income
60% Equity
40% Fixed Income
70% Equity
30% Fixed Income
80% Equity
20% Fixed Income
100% Equity
Strategic allocation neutral weights are shown above. Actual portfolio weights will vary with tactical asset allocation changes and market fluctuation. All allocation weights are subject to change without prior notice. Depending on the market environment, additional strategies not shown above may be used as tactical allocations. For additional information about investment objectives and potential risks, see below.
Meet your investment partners
Our Target Allocation Active Series is managed by a team of multi-asset experts with your clients’ goals in mind. Every move is guided by our disciplined active management approach so that you can focus on other areas of your practice.
Erin Garrett is a co-portfolio manager for the Retirement Advisory Services, ActivePlus Portfolios, Target Allocation Active Series, Blend Series, Equity Building Block, Multi-Asset Income, Low Duration, and custom model portfolios. Erin also is cochair of the Model Portfolio Investment Advisory Committee and a member of the Multi-Asset Due Diligence Committee. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Som Priestley is head of Global Investment Solutions, America and a portfolio manager in the Multi-Asset Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Toby Thompson leads the Target Allocation Strategies in the Global Multi-Asset Division. He is a co-portfolio manager of the Balanced Fund, Global Allocation Fund and SICAVs, Spectrum Allocation Funds, Spectrum Diversified Equity Fund, Spectrum International Fund, Spectrum Income Fund, Multi-Asset Model Portfolios, and Small & Mid-Cap Core Trust. Toby is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Christina Kellar is a global investment solutions, solutions strategist and portfolio manager in the Multi-Asset Division. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
As models surge in popularity, knowledge is confidence
More models are being launched than ever before. Our resources can help ensure that you make the right choices for your clients.
Getting started: Using and choosing models
Learn what to look for in model portfolios and how to make them work for your clients.
Target Allocation Active Series brochure
An overview of our comprehensive range of model portfolios and the investment management process behind them.
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.
Contact us
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 or 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. 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.
202509-4816597
