T. Rowe Price Personal Strategy Growth Fund (TRSGX)

Pursue total returns with an emphasis on growth.

Call 866-831-3712 to speak to an investment specialist about the Personal Strategy Growth Fund.

Ticker Symbol:
TRSGX
Fund Status:
Open to new Retail investors  /  Open to subsequent Retail investments
Fund Objective
Quick Stats
Fiscal Year End  May
Morningstar Category  Allocation--70% to 85% Equity
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 approximately 80% stocks, 16% bonds, money market securities, and cash reserves; and 4% alternative investments, including through hedge funds. 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 use of options and allocations to alternative investments, including through hedge funds.
Risk Potential**
Click on the risk spectrum below to view the funds in that category
All investments are subject to market risk, including possible loss of principal. The fund has some exposure to the risks of investing in bonds and money market securities and alternative investments, but stock investing presents greater risks for the fund. Stocks can decline for many reasons, including adverse political or economic developments here or abroad, changes in investor psychology, or heavy institutional selling. The fundís exposure to alternative investments may prove to be more correlated to the broad markets or the remainder of the fundís portfolio than anticipated and thus may not realize the intended benefits of such investments. Additionally, this fund is subject to the risk that a rise in interest rates will cause the price of a fixed rate debt security to fall. Prices fall because the bonds and notes in the fund's portfolio become less attractive to other investors when securities with higher yields become available.
**This chart displays relative risk of each U.S. mutual fund listed using standard deviation of returns. Those values are provided in the bars at the top of the chart.

Methodology: We evaluate the standard deviation and its resulting placement within a specific risk/return category on an annual basis. A fund is generally placed in a risk/return category based on the 10-year standard deviation of its performance. If a fund is less than 10 years old, the actual fund performance history is supplemented with the primary prospectus benchmark history to obtain a full 10-year history, or longest time period available up to 10 years. For an Asset Allocation fund with less than 10 years of performance history, sub-strategy returns are used. When a sub-strategy is less than 10 years old, the actual sub-strategy performance history is supplemented with benchmark history to obtain a full 10-year history, or longest time period available up to 10 years.

Risk return categories overlap; a fund with a standard deviation in the overlap between two categories, denoted by a plus (+), is placed so that its risk categorization is better aligned with anticipated return characteristics an investor may experience going forward at the discretion of T Rowe Price.

When a fund has a cash-like benchmark, denoted by a double plus (++), its standard deviation is estimated using only available fund returns. If the fund is less than 10 years old, benchmark returns are not used to obtain a full 10-year history because they would artificially suppress the volatility estimate.

All investments are subject to market risk, including the possible loss of principal. Standard deviation of returns, a measure of price volatility, is one measure of risk. Please consult the funds' prospectuses for a more complete discussion of the funds' risks.
See Glossary for additional details on all data elements.