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Follow and compare the T. Rowe Price model lineup, dig into performance, risk, and holdings, run scenario, tax, backtest, and customization tools, and download compliance-approved client materials — plus insights, guides, events, and answers from your T. Rowe Price team.
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Analysis
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Needs your attention
Action Center →- Trade Update published for Target Allocation Active — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
- Trade Update published for Dynamic Allocation — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
- Trade Update published for Tax-Aware Blend — BalancedTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
- Trade Update published for Equity Building Block — International CoreTrade Update · The latest rebalance has been posted. Review sleeve-level changes before your next client review.Review update →
Your watchlist
Models you follow
My Models
View all 7 →| Model | Trend | 1Y | Vol |
|---|---|---|---|
| Target Allocation Active — Balanced60% equity | +7.7% | 5.7% | |
| Target Allocation Blend — Growth70% equity | +6.6% | 6.4% | |
| Dynamic Allocation — Balanced55% equity | +4.8% | 5.4% | |
| Retirement Income — Diversified Income40% equity | +6.8% | 4.8% | |
| Tax-Aware Blend — Balanced60% equity | +6.8% | 6.2% |
Business overview
Full view →- Outperformed parent
- 113
- Customized share
- 40%
- Avg divergence
- 6.3%
of 179 measurable
of downstream models
vs parent allocation
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Recent activity
Grounded answers
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Grounded in model portfolio content
Ask about positioning, allocations, or which materials to bring to a client meeting.
- Which models focus on income for a retiring client?
- Compare the 60/40 strategies across implementations
- What changed in the latest trade update?
Next 30 days
Key dates ahead
- Aug12Q3 rebalance window opensTrade updates publish for the Target Allocation series.
- Aug19Model Viewpoint webcastAsset Allocation Committee outlook, 2:00 PM ET.
- Aug27Tax-aware transition deadlineSubmit taxable transition plans for September implementation.
- Sep03New Income series FactsheetsRefreshed client-ready collateral becomes available.
Stay informed
Latest insights
Personal FinanceSix common myths of crypto
Crypto investing is new and can be confusing. This quick guide helps to clarify six common myths.
July 2026
Asset AllocationAsset Allocation Viewpoints
In the current investing environment, discover how our Asset Allocation Committee is positioning its portfolios.
July 2026
Asset AllocationCrypto edges into the mainstream
Regulated exchange-traded products (ETPs) are bringing crypto to a wider audience.
July 2026
Here to help
Your T. Rowe Price team
Marisol Vance
Regional Model Portfolio Consultant
(410) 555-0142
Devon Okafor
Investment Specialist, Multi-Asset
(410) 555-0188
Priya Raman
Practice Management Consultant
(410) 555-0173
Sam Kessler
Internal Sales Partner
(410) 555-0119