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  • T. Rowe Price Global Allocation Fund (RPGAX)
    Ticker Symbol:
    RPGAX
    Fund Status:
    Open to new Retail investors  /  Open to subsequent Retail investments
    Fund Objective
    Quick Stats
    Fiscal Year End  October
    Morningstar Category  World Allocation
    Inception Date 05/28/2013
    Tax ID 46-2412333
    Investment Objective
    The fund's objective is to seek long-term capital appreciation and income.
    Strategy
    The Global Allocation Fund seeks to invest in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds, and alternative investments. The fund uses an active asset allocation strategy in conjunction with fundamental research to select individual investments. T. Rowe Price, the fundís investment advisor, allocates the fundís assets among the various asset classes and market sectors based on its assessment of U.S. and global economic and market conditions, interest rate movements, industry and issuer conditions and business cycles, and other relevant factors. Under normal conditions, the fundís portfolio will consist of approximately 60% stocks; 30% bonds, money market securities, and other debt instruments; and 10% alternative investments.

    T. Rowe Price may adjust the fundís portfolio and overall risk profile by making tactical decisions to overweight or underweight particular asset classes or sectors based on its outlook for the global economy and securities markets, as well as by adjusting the fundís overall derivatives exposure and allocations to alternative investments through hedge funds.
    Investor Profile
    The fund could be an appropriate part of your overall investment strategy if you want to diversify your portfolio by adding a fund with investments in both international and domestic stocks and bonds and you are comfortable with the risks that accompany international investments (including the special risks associated with investing in emerging markets). The fund can be used in both regular and tax-deferred accounts, such as IRAs.
    Risk/Reward Potential*
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    The fund offers long-term growth potential by investing primarily in individual securities but also, to a limited extent, funds for specific asset classes. In addition to investments in stocks, bonds, and cash the portfolio is expected to utilize derivatives to adjust exposure to these markets or as a source of income and diversification.

    This fund is subject to general stock and bond market risks. The fund's share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Investments overseas generally carry more risk than investments in U.S. assets, including unfavorable currency exchange rates and political or economic uncertainty abroad. To the extent the fund has investments in emerging market countries, it will be more subject to abrupt and severe price declines. The fund's investments in alternative investments and hedge funds are difficult to value and monitor when compared with more traditional investments, and may increase the fund's liquidity risks.
    *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.