T. Rowe Price Global Allocation benefits from a large and experienced team, strong underlying managers, and solid portfolio construction. Its People rating has been upgraded to High, resulting in a Morningstar Analyst Rating of Gold for its Institutional and no-load shares and a Silver for the pricier Advisor shares.
T. Rowe Price Global Allocation RPGAX
NAV / 1-Day Return
16.76
/
0.06
%
Total Assets
1.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.950%
Expense Ratio
0.950%
Fee Level
Average
Longest Manager Tenure
8.41
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / ModerateStatus
Open
TTM Yield
0.85%
Turnover
57%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RPGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RPGAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RPGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of RPGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strong choice for a globally diversified portfolio.
