PaulO T Rowe Price NoLoad Funds
Investment Model Portfolios
This plan is created based on a user's request.
Total Available Funds: 86
Asset Class |
Ticker
| Description |
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
TRAMX |
T. Rowe Price Africa & Middle East |
DIVERSIFIED EMERGING MKTS |
TREMX |
T. Rowe Price Em Eur & Mediterranean |
DIVERSIFIED EMERGING MKTS |
PRMSX |
T. Rowe Price Emerging Markets Stock |
Latin America Stock |
PRLAX |
T. Rowe Price Latin America |
|
Others |
|
|
Moderate Allocation |
RPBAX |
T. Rowe Price Balanced |
Moderate Allocation |
PRWCX |
T. Rowe Price Capital Appreciation |
Financial |
PRISX |
T. Rowe Price Financial Services |
Technology |
PRGTX |
T. Rowe Price Global Technology |
Health |
PRHSX |
T. Rowe Price Health Sciences |
Communications |
PRMTX |
T. Rowe Price Media & Telecommunications |
Natural Resources |
PRNEX |
T. Rowe Price New Era |
Moderate Allocation |
TRPBX |
T. Rowe Price Personal Strat Balanced |
Aggressive Allocation |
TRSGX |
T. Rowe Price Personal Strat Growth |
Conservative Allocation |
PRSIX |
T. Rowe Price Personal Strat Income |
Target Date 2000-2010 |
TRRFX |
T. Rowe Price Retirement 2005 |
Target Date 2000-2010 |
TRRAX |
T. Rowe Price Retirement 2010 |
Target Date 2011-2015 |
TRRGX |
T. Rowe Price Retirement 2015 |
Target Date 2016-2020 |
TRRBX |
T. Rowe Price Retirement 2020 |
Target Date 2021-2025 |
TRRHX |
T. Rowe Price Retirement 2025 |
Target Date 2026-2030 |
TRRCX |
T. Rowe Price Retirement 2030 |
Target Date 2031-2035 |
TRRJX |
T. Rowe Price Retirement 2035 |
Target Date 2036-2040 |
TRRDX |
T. Rowe Price Retirement 2040 |
Target Date 2041-2045 |
TRRKX |
T. Rowe Price Retirement 2045 |
Target Date 2050+ |
TRRMX |
T. Rowe Price Retirement 2050 |
Target Date 2050+ |
TRRNX |
T. Rowe Price Retirement 2055 |
Retirement Income |
TRRIX |
T. Rowe Price Retirement Income |
Technology |
PRSCX |
T. Rowe Price Science & Tech |
|
US EQUITY |
|
|
LARGE GROWTH |
TRBCX |
T. Rowe Price Blue Chip Growth |
LARGE BLEND |
PRCOX |
T. Rowe Price Capital Opportunity |
Mid-Cap Growth |
PRDMX |
T. Rowe Price Diversified Mid Cap Growth |
Small Growth |
PRDSX |
T. Rowe Price Diversified Sm Cap Growth |
LARGE BLEND |
PRDGX |
T. Rowe Price Dividend Growth |
LARGE VALUE |
PRFDX |
T. Rowe Price Equity Income |
LARGE BLEND |
PREIX |
T. Rowe Price Equity Index 500 |
MID-CAP BLEND |
PEXMX |
T. Rowe Price Extended Equity Market Idx |
LARGE BLEND |
PRGIX |
T. Rowe Price Growth & Income |
LARGE GROWTH |
PRGFX |
T. Rowe Price Growth Stock |
LARGE GROWTH |
PRWAX |
T. Rowe Price New America Growth |
Small Growth |
PRNHX |
T. Rowe Price New Horizons |
SMALL BLEND |
OTCFX |
T. Rowe Price Small-Cap Stock |
SMALL BLEND |
PRSVX |
T. Rowe Price Small-Cap Value |
LARGE BLEND |
PRSGX |
T. Rowe Price Spectrum Growth |
LARGE GROWTH |
PREFX |
T. Rowe Price Tax-Efficient Equity |
LARGE BLEND |
POMIX |
T. Rowe Price Total Equity Market Idx |
LARGE BLEND |
TRULX |
T. Rowe Price US Large-Cap Core |
LARGE VALUE |
TRVLX |
T. Rowe Price Value |
|
FIXED INCOME |
|
|
Muni California Long |
PRXCX |
T. Rowe Price CA Tax-Free Bond |
Long-Term Bond |
PRPIX |
T. Rowe Price Corporate Income |
Emerging Markets Bond |
PREMX |
T. Rowe Price Emerging Markets Bond |
Intermediate Government |
PRGMX |
T. Rowe Price GNMA |
Muni Single State Long |
GTFBX |
T. Rowe Price GA Tax-Free Bond |
High Yield Bond |
PRHYX |
T. Rowe Price High-Yield |
Inflation-Protected Bond |
PRIPX |
T. Rowe Price Inflation Protected Bd |
WORLD BOND |
RPIBX |
T. Rowe Price International Bond |
Muni Short |
PRMDX |
T. Rowe Price MD Short-Term Tax-Free |
Muni Single State Long |
MDXBX |
T. Rowe Price MD Tax-Free Bond |
Intermediate-Term Bond |
PRCIX |
T. Rowe Price New Income |
Muni New Jersey |
NJTFX |
T. Rowe Price NJ Tax-Free Bond |
Muni New York Long |
PRNYX |
T. Rowe Price NY Tax-Free Bond |
Short-Term Bond |
PRWBX |
T. Rowe Price Short-Term Bond |
Multisector Bond |
RPSIX |
T. Rowe Price Spectrum Income |
Multisector Bond |
PRSNX |
T. Rowe Price Strategic Income |
Intermediate Government |
PRSUX |
T. Rowe Price Summit GNMA |
Muni National Long |
PRINX |
T. Rowe Price Summit Municipal Income |
Muni National Interm |
PRSMX |
T. Rowe Price Summit Municipal Interm |
High Yield Muni |
PRFHX |
T. Rowe Price Tax-Free High-Yield |
Muni National Long |
PRTAX |
T. Rowe Price Tax-Free Income Inv |
Muni Short |
PRFSX |
T. Rowe Price Tax-Free Shrt-Interm |
Intermediate-Term Bond |
PBDIX |
T. Rowe Price US Bond Index |
Intermediate Government |
PRTIX |
T. Rowe Price US Treasury Interm |
LONG GOVERNMENT |
PRULX |
T. Rowe Price US Treasury Long-Term |
Muni Single State Long |
PRVAX |
T. Rowe Price VA Tax-Free Bond |
|
INTERNATIONAL EQUITY |
|
|
EUROPE STOCK |
PRESX |
T. Rowe Price European Stock |
WORLD STOCK |
TRGFX |
T. Rowe Price Global Infrastructure |
WORLD STOCK |
RPGEX |
T. Rowe Price Global Large-Cap Stock |
WORLD STOCK |
PRGSX |
T. Rowe Price Global Stock |
FOREIGN SMALL/MID GROWTH |
PRIDX |
T. Rowe Price International Discovery |
Foreign Large Blend |
PIEQX |
T. Rowe Price International Eq Index |
Foreign Large Value |
TRIGX |
T. Rowe Price Intl Gr & Inc |
Foreign Large Growth |
PRITX |
T. Rowe Price International Stock |
JAPAN STOCK |
PRJPX |
T. Rowe Price Japan |
PACIFIC/ASIA EX-JAPAN STK |
PRASX |
T. Rowe Price New Asia |
Foreign Large Blend |
TROSX |
T. Rowe Price Overseas Stock |
Foreign Large Blend |
PSILX |
T. Rowe Price Spectrum International |
|
REAL ESTATE |
|
|
Global Real Estate |
TRGRX |
T. Rowe Price Global Real Estate |
REAL ESTATE |
TRREX |
T. Rowe Price Real Estate |
|
The following is a moderate-risk model portfolio constructed from the investment options of PaulO T Rowe Price NoLoad Funds.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies