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  • T. Rowe Price Personal Strategy Growth Fund (TRSGX)
    Ticker Symbol:
    TRSGX
    Fund Status:
    Open to new Retail investors  /  Open to subsequent Retail investments
    Fund Objective
    Quick Stats
    Fiscal Year End  May
    Inception Date 07/29/1994
    Tax ID 52-1877335
    Investment Objective
    The fund seeks the highest total return over time, consistent with a primary emphasis on capital growth and a secondary emphasis on income.
    Strategy
    Invests in a diversified portfolio typically consisting of about 80% stocks and 20% bonds and money market securities. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.
    Investor Profile
    The fund is designed for more aggressive investors with a long-term horizon who want significant exposure to stocks and can withstand inevitable setbacks in an effort to achieve potential long-term growth. Appropriate for both taxable and tax-deferred accounts, such as IRAs.
    Risk/Reward Potential*
    Click on the risk/reward spectrum below to view the funds in that category
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    Moderate
    Lower
    Lowest
    This fund offers long-term capital appreciation potential and, to a lesser extent, income. 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 fund involves the same risks as the Personal Strategy Balanced Fund; however, it has a heavier concentration of stocks, so it is riskier.
    *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.