T. Rowe Price ActivePlus Portfolios, Robo-Like Portfolios

T. Rowe Price ActivePlus Portfolios

T. Rowe Price ActivePlus Portfolios are exposed to between 20% and 100% stocks and 0% to 80% bonds. They can be built with just 6-13 ETFs. They range from very low-risk to high-risk portfolios.

For the past 10 years T. Rowe Price ActivePlus Portfolio 80 returned 6.32% with a standard deviation of 12.65%. The dividend yield is 2.31. The 30-year return is 8.77%. Year to date T. Rowe Price ActivePlus Portfolio 80 has returned -2.58%. Last year it returned 20.55%.

What is the return of T. Rowe Price ActivePlus Portfolios?

NameAsset class countYear to dateReturn in 201910 year returnCAGR since 1989 (%)Risk levelExpense ratio
T. Rowe Price ActivePlus Portfolio, Model 1055.8110.085.64%7.0610.04%
T. Rowe Price ActivePlus Portfolio, Model 2046.2812.596.30%7.3510.04%
T. Rowe Price ActivePlus Portfolio, Model 3045.8314.447.07%7.7110.04%
T. Rowe Price ActivePlus Portfolio, Model 4045.7616.417.81%8.2810.04%
T. Rowe Price ActivePlus Portfolio, Model 5045.9118.38.58%8.6420.04%
T. Rowe Price ActivePlus Portfolio, Model 6045.9520.269.30%8.9520.04%
T. Rowe Price ActivePlus Portfolio, Model 7045.9422.219.97%9.1820.04%
T. Rowe Price ActivePlus Portfolio, Model 8035.9124.1610.55%9.3930.04%
T. Rowe Price ActivePlus Portfolio, Model 9035.7826.0911.16%9.5530.04%
T. Rowe Price ActivePlus Portfolio, Model 10025.6528.0210.98%8.9730.05%

How do you build T. Rowe Price ActivePlus Portfolios with ETFs?

This is for T. Rowe Price ActivePlus Portfolio, Model 80, find all the other portfolio recipes below.

  • Large Cap Blend (S&P 500) 41.00%
  • Mid Cap Blend 6.40%
  • Small-Cap Blend 5.80%
  • Real Estate – REIT 4.00%
  • International Developed 19.40%
  • Emerging Markets 3.40%
  • Long Term Treasury 2.90%
  • Total Bond Market 10.00%
  • High Yield Corporate Bonds 2.10%
  • Global Bonds 2.00%
  • International Bonds 3.00%

What is T. Rowe Price?

T. Rowe Price is a US-based asset management company with $1.3 trillion under management (2019). They offer a host of services. Managed portfolios are one of them. They derive their profit from managing active mutual funds.

It was founded in 1937 by Thomas Rowe Price, Jr., who is best known for developing the growth stock philosophy of investing.

Cornelius C. Bond has written a rather excellent biography on T. Rowe Price. It is called T. Rowe Price: The Man, The Company, and The Investment Philosophy.

bookcover-for-t-rowe-price-the-man-the-company-and-the-investment-company.

Description of T. Rowe Price ActivePlus Portfolios

The portfolios presented here are the asset allocations that the model portfolios are benchmarked against. The managed portfolios use T. Rowe Price actively managed funds.

The ActivePlus portfolios look a lot like robo-advisor portfolios. They have a very similar questionnaire when they try to find out which allocation is best for you.

T. Rowe Price ActivePlus have a selection of ten different portfolios. They range from a very conservative portfolio containing 10% stocks to an aggressive portfolio that includes 100% stocks.

T. Rowe Price ActivePlus Portfolios is a convenient way to invest based on your time line and risk tolerance

The fees of the T. Rowe Price ActivePlus Portfolios program range from 0.57% to 0.79%.

Asset Allocation for T. Rowe Price ActivePlus Portfolios

Note: Please check the fund prospectus for the exact asset allocation and funds to use.

T. Rowe Price uses T. Rowe Price funds for the ActivePlus portfolios.

T. Rowe Price ActivePlus Portfolio, Model 10

  • Large Cap Blend (S&P 500) 7.00%
  • International Developed 3.00%
  • Long Term Treasury 3.00%
  • Total Bond Market 27.00%
  • Short Term Govt/Corp Bond 20.00%
  • T-bills/Treasury Money Market 10.00%
  • High Yield Corporate Bonds 7.50%
  • Global Bonds 6.00%
  • International Bonds 9.00%

T. Rowe Price ActivePlus Portfolio, Model 20

  • Large Cap Blend (S&P 500) 14.00%
  • International Developed 6.00%
  • Long Term Treasury 3.00%
  • Total Bond Market 27.00%
  • Short Term Govt/Corp Bond 20.00%
  • High Yield Corporate Bonds 7.50%
  • Global Bonds 6.00%
  • International Bonds 9.00%
  • EM Bonds 7.50%

T. Rowe Price ActivePlus Portfolio, Model 30

  • Large Cap Blend (S&P 500) 18.70%
  • Small-Cap Blend 2.30%
  • International Developed 9.00%
  • Long Term Treasury 3.50%
  • Total Bond Market 22.50%
  • Short Term Govt/Corp Bond 20.10%
  • High Yield Corporate Bonds 5.70%
  • Global Bonds 5.00%
  • International Bonds 7.50%
  • EM Bonds 5.70%

T. Rowe Price ActivePlus Portfolio, Model 40

This portfolio is part of Portfolio Einstein Gold, Premium Portfolios. 

T. Rowe Price ActivePlus Portfolio, Model 50

  • Large Cap Blend (S&P 500) 25.60%
  • Mid Cap Blend 4.00%
  • Small-Cap Blend 3.70%
  • Real Estate – REIT 2.50%
  • International Developed 12.10%
  • Emerging Markets 2.10%
  • Long Term Treasury 3.60%
  • Total Bond Market 17.10%
  • Short Term Govt/Corp Bond 12.00%
  • High Yield Corporate Bonds 3.90%
  • Global Bonds 3.80%
  • International Bonds 5.70%
  • EM Bonds 3.90%

T. Rowe Price ActivePlus Portfolio, Model 60

  • Large Cap Blend (S&P 500) 30.70%
  • Mid Cap Blend 4.80%
  • Small-Cap Blend 4.40%
  • Real Estate – REIT 3.00%
  • International Developed 14.50%
  • Emerging Markets 2.60%
  • Long Term Treasury 3.50%
  • Total Bond Market 14.80%
  • Short Term Govt/Corp Bond 7.00%
  • High Yield Corporate Bonds 3.20%
  • Global Bonds 3.30%
  • International Bonds 5.00%
  • EM Bonds 3.20%

T. Rowe Price ActivePlus Portfolio, Model 70

  • Large Cap Blend (S&P 500) 35.80%
  • Mid Cap Blend 5.60%
  • Small-Cap Blend 5.10%
  • Real Estate – REIT 3.50%
  • International Developed 17.00%
  • Emerging Markets 3.00%
  • Long Term Treasury 3.30%
  • Total Bond Market 12.20%
  • Short Term Govt/Corp Bond 3.00%
  • High Yield Corporate Bonds 2.40%
  • Global Bonds 2.70%
  • International Bonds 4.00%
  • EM Bonds 2.40%

T. Rowe Price ActivePlus Portfolio, Model 80

  • Large Cap Blend (S&P 500) 41.00%
  • Mid Cap Blend 6.40%
  • Small-Cap Blend 5.80%
  • Real Estate – REIT 4.00%
  • International Developed 19.40%
  • Emerging Markets 3.40%
  • Long Term Treasury 2.90%
  • Total Bond Market 10.00%
  • High Yield Corporate Bonds 2.10%
  • Global Bonds 2.00%
  • International Bonds 3.00%

T. Rowe Price ActivePlus Portfolio, Model 90

This portfolio is part of Portfolio Einstein Gold, Premium Portfolios. 

T. Rowe Price ActivePlus Portfolio, Model 100

  • Large Cap Blend (S&P 500) 51.20%
  • Mid Cap Blend 8.00%
  • Small-Cap Blend 7.30%
  • Real Estate – REIT 5.00%
  • International Developed 24.20%
  • Emerging Markets 4.30%

Check the best mutual funds and ETFs here.

Resources for T. Rowe Price ActivePlus Portfolios

Dive a little deeper into who T. Rowe Price was in the book T. Rowe Price: The Man, The Company, and The Investment Philosophy

T. Rowe Price has a YouTube channel that they update sometimes.

Related Questions

What does T. Rowe Price do?
T. Rowe Price is a mutual fund company that provides active mutual funds to investors. They offer financial advice, including retirement advisory services.

Can you buy stocks with T. Rowe Price?
Yes, you can buy individual stocks, ETF, and mutual funds when you have an account with T. Rowe Price.

Which is better, Fidelity, or Vanguard?
Vanguard fund has provided the highest returns on average of all mutual fund providers. This is because of its low cost.

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