Fund Research and Analysis

by Kathryn Spica, CFA
Despite a few moving pieces, T. Rowe Price Spectrum Growth remains a capable choice.Manager Charles Shriver oversees this fund of funds, working with T. Rowe Price's asset-allocation committee to set the fund's strategic and tactical exposures. While   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 regions.  T. Rowe Price's asset-allocation group   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 6.0% annualized gain through Nov. 28, 2014, tops the 4.9% and 2.2%   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 70% of its large-cap, no-load peers. T. Rowe doesn't charge an additional fee for constructing the portfolio and incorporating tactical allocation moves,  Read more 

2014 Leaders and Laggards in Fidelity's Lineup 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Morningstar.com Premium.