Fund Research and Analysis

by Kathryn Spica, CFA
T. Rowe Price Spectrum Growth is a solid anchor for a stock portfolio. This fund of funds taps 12 underlying equity funds that cover the gamut of stock investing. The funds are diversified across market cap, investment style, and geography, and even   Read more 

Process Pillar:Positive

This fund of funds invests across 12 T. Rowe Price equity funds, creating a portfolio that spans a large range of market caps, investment styles, and geographic regions.  The fund incorporates a strong   Read more 

Performance Pillar:Positive

This fund's long-term record is impressive. Since lead manager Charles Shriver joined the asset-allocation team in 1999, the fund's 5.7% annualized gain through Dec. 16, 2013, tops the 4.0% of its Russell   Read more 

People Pillar:Positive

This fund of funds benefits from seasoned managers at both the asset-allocation and security level. Charles Shriver is the sole named manager on the fund, having taken over the responsibility from longtime manager Ned Notzon when Notzon retired in October   Read more 

Price Pillar:Positive

This fund's 0.80% expense ratio is cheaper than 71% of its large-cap, no-load peers. The fund's total expenses are equivalent to the asset-weighted fees of the underlying funds, meaning T. Rowe doesn't   Read more 

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A Concentrated Fund With Surprising Downside Protection 
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