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  • T. Rowe Price Personal Strategy Income Fund (PRSIX)
    Ticker Symbol:
    Fund Status:
    Open to new Retail investors  /  Open to subsequent Retail investments
    Fund Objective
    Quick Stats
    Fiscal Year End  May
    Morningstar Category  Conservative Allocation
    Inception Date 07/29/1994
    Tax ID 52-1877338
    Investment Objective
    The fund seeks the highest total return over time, consistent with a primary emphasis on income and a secondary emphasis on capital growth.
    For income and some appreciation, the fund invests in a diversified portfolio typically consisting of about 40% stocks, 40% bonds, and 20% money market securities.
    Investor Profile
    Individuals who seek primarily income but also some capital growth. Appropriate for both regular and tax-deferred accounts, such as IRAs and Keoghs.
    Risk/Reward Potential*
    Click on the risk/reward spectrum below to view the funds in that category
    The fund focuses primarily on income and, secondarily, on capital growth; it offers the lowest risk/reward ratio of the Personal Strategy Funds. The common stock portion of the portfolio has the potential to grow faster than inflation over the long term to help protect purchasing power, while the bond portion can help cushion changes in stock prices. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.

    Investing equally in stocks and bonds, the fund carries the same risks as its counterparts, albeit to a lesser degree, while money-market securities help provide stability.
    *Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
    See Glossary for additional details on all data elements.