T. Rowe Price

Paul’s Mutual Fund Recommendations For T. Rowe Price

Updated January 4, 2021

FUND

SYMBOL AGGRESSIVE MODERATE CONSERVATIVE
T. Rowe Price Equity Index 500 PREIX 10% 6% 4%
T. Rowe Price Value TRVLX 10% 6% 4%
T. Rowe Price Small‐Cap Stock* PRDSX 10% 6% 4%
T. Rowe Price Small‐Cap Value PRSVX 10% 6% 4%
T. Rowe Price Real Estate TRREX 10% 6% 4%
T. Rowe Price International Equity Index PIEQX 10% 6% 4%
T Rowe Price Intl Value Equity TRIGX 20% 12% 8%
T. Rowe Price International Discovery PRIDX 10% 6% 4%
T. Rowe Price Emerging Markets Stock PRMSX 5% 3% 2%
T. Rowe Price Emerging Markets Discovery PAIJX 5% 3% 2%
T. Rowe Price Short‐Term Bond PRWBX 0% 12% 18%
T. Rowe Price US Treasury Interm PRTIX 0% 20% 30%
T. Rowe Price Inflation Protected Bd PRIPX 0% 8% 12%

*OTCFX has been closed to new investors. Present holders of this fund, or participants of 401k plans that offer OCTFX can and should continue to hold and add to their positions.

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