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.
The Merriman Financial Education Foundation is a registered 501(c)(3) organization founded in 2012.
All donations are used to support our work. Deductions are permissible to the extent of the law.
Contact us at info@paulmerriman.com
All information on this site is provided free of charge (with the exception of books for sale) and is funded in full by The Merriman Financial Education Foundation.
Anyone wishing to use this educational information in web-based or printed materials are welcome to do so with the following attribution and link:
“This information freely provided courtesy of PaulMerriman.com.” We would also appreciate a copy and link of where it has been published via email.
All Rights Reserved