T. Rowe Price Spectrum Income Fund

T. ROWE PRICE SPECTRUM FUND, INC. · 2 share classes

Actively managed U.S. equity fund
One fund, 2 share classes:RPSIXTSPNX
$6.16B NAV
430 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

T. Rowe Price Spectrum Income Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Fund of funds

Fund profile

As filed in the prospectus · 2026 Q1

The fund seeks a high level of current income with moderate share price fluctuation.

Strategy · summarised

The fund invests primarily in a mix of T. Rowe Price fixed income funds that generate income, rather than holding individual securities directly, with allocations across U.S. and international bond funds, emerging market bonds, high-yield bonds, mortgage-backed and asset-backed securities, inflation-linked securities, bank loans, and money market funds. The adviser adjusts the allocation among underlying funds based on outlook for inflation, interest rates, currency valuations, and the yield advantage of lower-rated bonds, and may use derivatives such as interest rate futures, swaps, credit default swaps, and forward currency contracts to manage duration and credit risk. Because the fund's returns depend on the adviser's allocation decisions and the performance of the underlying funds selected, results may diverge from broad fixed income benchmarks.

Expenses
0.46% 0.61%across 2 share classes
Share classGrossNetAs of
RPSIX0.62%0.61%2025 Q1
TSPNX0.47%0.46%2025 Q1

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 88.40% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

102.37%
of net assets
Bonds70.23%
Securitized15.41%
Loans10.91%
Cash & short-term4.95%
2 smaller0.87%

Look-through blends 17 underlying funds; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 78 new60 exited

Largest new: U S TREASURY BILL, JACK 2026-1A A2 144A, STACR 2026-HQA1 M1 144A, FCBSL 2024-2AR B2R 144A, SYMP 2024-43AR A1R 144A, BX 2026-PNDA B 144A, TACLN 2026-1 B 144A, STACR 2026-DNA2 M1 144A

Largest exited: U S TREASURY BILL, FVM6 US 5YR NOTE (CBT) JUN26, JPMCC 2016-NINE A 144A, SDART 2024-2 B, CRVNA 2024-P4 C, PROG 2021-SFR3 F 144A, ARIFL 2025-B A3 144A, SYMP 2024-43A A1 144A

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+6.54%+17.98%+10.31%2.58%-4.31%
+6.69%+18.62%+11.04%2.58%-4.27%

These classes hold the same portfolio, so the 0.74pp spread over 5 years is the cost difference between them — roughly 0.15pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.90%
Avg maturity
17.49 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

49%
floating
Floating rate48.9%
Fixed rate48.8%
Zero-coupon or unclassified2.3%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y2.3%
1-3y2.0%
3-5y10.0%
5-10y28.6%
10y+57.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

This fund filed the credit-spread disclosure and reported no sensitivity — measured, and the answer is none.

Interest-rate duration
0.00 yr
approx. move per 100bp
Credit-spread duration
0.00 yr
approx. move per 100bp
Investment grade: +0.00 yrHigh yield: +0.00 yr
Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.00+0.00+0.00$0$0
1 yr+0.00+0.00+0.00$0$0
5 yr+0.00+0.00+0.00$0$0
10 yr+0.00+0.00+0.00$0$0
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
TRP HIGH YIELD FD-ZTRKZX13.27%$817.56M
TRP US HIGH YIELD ETF11.62%$715.90M
TRP FLOATING RATE FD-ZTRIZX9.84%$606.57M
TRP QM US BOND ETF8.65%$532.94M
TRP EMER MKTS BND FD-ZTREZX8.21%$506.25M
TRP TOTAL RETURN ETF6.83%$420.72M
TRP INTL BOND FD (USD HEDGED)-ZTRMZX5.53%$340.53M
TRP DYNAMIC GLOBAL BOND FD-ZTRDZX5.05%$311.48M
TRP DYNAMIC CREDIT FD-ZTRCDX5.00%$308.04M
TRP EMRG MKTS LOCAL CURR BD FD-ZTRZFX4.60%$283.25M
Showing 10 of 430Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 78.59% of net assets, top 25 93.67%, across 430 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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