Analysis

Model Customization

Select customizations to existing T. Rowe Price flagship model portfolios by substituting specific mutual funds and ETFs of your choosing. Sleeve weights stay as the investment team set them — only the tickers change.

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Flagship modelCustomization name

Sleeve substitutions

0 of 9 sleeves substituted

Choose a replacement fund or ETF for any sleeve. Only funds in the same asset class are eligible, so the flagship allocation stays intact.

US Large-Cap Growth

TRLGX · Equity · Mutual Fund · 0.27% expense

5.4%

US Large-Cap Value

TRLVX · Equity · Mutual Fund · 0.44% expense

7.3%

US Equity Index

TREQX · Equity · Mutual Fund · 0.51% expense

3.5%

Small-Mid Cap Core

TRSMX · Equity · Mutual Fund · 0.43% expense

3.9%

Core Investment-Grade Bond

TRCBX · Fixed Income · Mutual Fund · 0.31% expense

18.6%

Short Duration Income

TRSDX · Fixed Income · Mutual Fund · 0.16% expense

19.9%

Corporate Credit

TRCCX · Fixed Income · Mutual Fund · 0.19% expense

19.1%

Global Bond Ex-US

TRGBX · Fixed Income · Mutual Fund · 0.53% expense

20.4%

Government Money Market

TRGXX · Cash · Mutual Fund · 0.03% expense

2.0%

Impact vs flagship

Blended expense: 0.32%flagship 0.32%
Cost difference: 0.00%
Substituted weight: 0.0%
Ticker swaps: 0

Swap list

No substitutions yet — this is the flagship model exactly as managed by T. Rowe Price.

Draft

Substitutions are tracked against the flagship model so home-office reporting stays accurate.