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T. Rowe Price Personal Strat Income (PRSIX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Personal Strat Income (PRSIX) Fund

    Last Trade: $18.09 on 12/18/2014, Change: +0.18 (1.01%)

 

Graph of T. Rowe Price Personal Strat Income Fund (PRSIX) ManagerFund Manager - Charles M. Shriver

Fund Manager Information

Fund Manager Tenure: 3.6 years
Fund Family: T. Rowe Price
Fund Category: Conservative Allocation
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of T. Rowe Price Personal Strat Income Fund (PRSIX) ProfileT. Rowe Price Personal Strat Income Fund (PRSIX) Profile

Fund Profile and Description

T. Rowe Price Personal Strat Income Fund seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. T. Rowe Price Personal Strat Income Fund primarily invests in a diversified portfolio. Its allocation to the broad asset classes will be within the following ranges: stocks (30-50%); bonds (30-50%); and money markets (10-30%). Maturities reflect the manager’s outlook for interest rates.

 

T. Rowe Price Personal Strat Income (PRSIX) Fund Strength What we like about T. Rowe Price Personal Strat Income (PRSIX) Fund

Data for T. Rowe Price Personal Strat Income Fund (PRSIX) as of Nov 29, 2014

  • T. Rowe Price Personal Strat Income Fund (PRSIX) management has been with T. Rowe Price Personal Strat Income Fund for 3.6 years
  • T. Rowe Price Personal Strat Income Fund (PRSIX) has good short-term performance (1-year return 6.56% vs 5.78% Conservative Allocation category median performance)
  • T. Rowe Price Personal Strat Income Fund (PRSIX) has good mid-term performance (3-year return 10.01% vs 7.98% Conservative Allocation category median performance)
  • T. Rowe Price Personal Strat Income Fund (PRSIX) has good Long-term performance (5-year return 8.58% vs 7.28% Conservative Allocation category median performance)
  • T. Rowe Price Personal Strat Income Fund (PRSIX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Personal Strat Income Fund (PRSIX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Personal Strat Income Fund (PRSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Personal Strat Income Fund (PRSIX) has a lower expense ratio than its Conservative Allocation average: 0.45% vs 0.83%
  • T. Rowe Price Personal Strat Income Fund (PRSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Personal Strat Income Fund (PRSIX) Weakness What we are cautious about T. Rowe Price Personal Strat Income (PRSIX) Fund

Data for T. Rowe Price Personal Strat Income Fund (PRSIX) as of Nov 29, 2014

  • T. Rowe Price Personal Strat Income Fund (PRSIX) has an annual stock turnover rate of 58.70% that is higher than the Conservative Allocation average of 32.66%. This could mean T. Rowe Price Personal Strat Income is more nimble, but also signal potential high tax impact and high trading fees
  • T. Rowe Price Personal Strat Income Fund (PRSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.56 that is higher than category average of 4.81
See T. Rowe Price Personal Strat Income Fund (PRSIX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare T. Rowe Price Personal Strat Income Fund (PRSIX)Compare with other top Conservative Allocation category mutual funds

Aadditional top Conservative Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Personal Strat Income5.486.5610.018.58
Hartford Balanced Income I (HBLIX)8.429.8212.2211.16Compare
Voya Strategic Allocation Conservative S (ISCVX)7.138.1210.548.82Compare
James Balanced: Golden Rainbow Instl (GLRIX)7.338.159.869.48Compare

See top fund managers for Conservative Allocation Category Funds

 

Compare T. Rowe Price Personal Strat Income Fund (PRSIX)Compare with Conservative Allocation category ETFs

Some Conservative Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P Moderate Allocation (AOM)5.17%5.93%8.08%
iShares S&P Conservative Allocation (AOK)4.52%4.95%6.07%
TDX Independence In-Target ETF (TDX)0.49%2.17%6.28%
PowerShares CEF Income Composite (PCEF)7.57%10.01%9.75%

 

Graph of T. Rowe Price Personal Strat Income Fund (PRSIX) Net Asset TrackingT. Rowe Price Personal Strat Income (PRSIX) Fund Net Asset

Track net asset change of T. Rowe Price Personal Strat Income fund (PRSIX)

DateNet Asset
11/2014$1.42B
10/2014$1.41B
09/2014$1.39B
More historic net asset information on T. Rowe Price Personal Strat Income Fund (PRSIX)

  

Graph of T. Rowe Price Personal Strat Income Fund (PRSIX) Portfolio TrackingT. Rowe Price Personal Strat Income (PRSIX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Personal Strat Income fund (PRSIX)

DateCashStockBondOther
09/201417.96%38.51%42.32%0.89%
06/201416.53%39.9%42.3%0.93%
03/201416.68%40.88%40.97%1.17%
Click here to see more historic asset allocation information on T. Rowe Price Personal Strat Income Fund (PRSIX)

 

graph of T. Rowe Price Personal Strat Income Fund (PRSIX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Personal Strat Income (PRSIX) Fund

Discover what T. Rowe Price Personal Strat Income Fund (PRSIX) manager is buying

Sep 29, 2014
T. Rowe Price Instl Emerging Mkts Bond [6.37%]
T. Rowe Price Instl High Yield [6.16%]
T. Rowe Price Instl Intl Bond [4.36%]
T. Rowe Price Instl Emerging Mkts Eq [2.42%]
T. Rowe Price Real Assets [1.51%]
US Treasury Note 1.25% [1.33%]
US Treasury Note 0.875% [1.24%]
US Treasury Note 0.625% [0.71%]
US Treasury Note 1.5% [0.64%]
US Treasury Bond 3.125% [0.63%]

Jun 29, 2014
T. Rowe Price Instl High Yield [6.53%]
T. Rowe Price Instl Emerging Mkts Bond [6.47%]
T. Rowe Price Instl Intl Bond [4.67%]
T. Rowe Price Instl Emerging Mkts Eq [2.63%]
US Treasury Note 1.25% [1.79%]
T. Rowe Price Real Assets [1.64%]
US Treasury Note 0.875% [1.53%]
US Treasury Note 0.625% [0.91%]
US Treasury Bond 3.125% [0.59%]
Amazon.com, Inc. [0.56%]

Mar 30, 2014
T. Rowe Price Instl High Yield [7.26%]
T. Rowe Price Instl Emerging Mkts Bond [5.77%]
T. Rowe Price Instl Intl Bond [4.88%]
T. Rowe Price Instl Emerging Mkts Eq [2.58%]
T. Rowe Price Real Assets [1.63%]
US Treasury Note 0.875% [1.59%]
US Treasury Note 1.25% [1.16%]
US Treasury Note 0.625% [1.02%]
Google Inc. [0.75%]
Amazon.com, Inc. [0.57%]
Click here for Stock Holding Change Map in T. Rowe Price Personal Strat Income Fund (PRSIX)

  

Latest News on T. Rowe Price Personal Strat Income (PRSIX) Fund

See what is happening with T. Rowe Price Personal Strat Income Fund (PRSIX)

 

T. Rowe Price Personal Strat Income Fund (PRSIX) Related ResourcesSee more information on T. Rowe Price Personal Strat Income (PRSIX) Fund

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