T. Rowe Price Spectrum Moderate Allocation Fund

T. ROWE PRICE SPECTRUM FUNDS II, INC. · 2 share classes

Actively managed U.S. equity fund
One fund, 2 share classes:TRPBXTPPAX
$2.12B NAV
1,959 positions · as of 2026-05-31 · filed 2026-07-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

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

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

Fund profile

As filed in the prospectus · 2025 Q3

The fund seeks the highest total return over time consistent with an emphasis on both capital growth and income.

Strategy · summarised

The fund allocates across stocks (50–70%), bonds and cash (20–45%), and alternative investments (0–15%), with up to 40% in foreign securities, adjusting weightings based on the adviser's outlook for economic growth and market conditions. The adviser selects individual stocks by comparing value and growth characteristics across market caps and geographies, and bonds by assessing duration, credit risk, and sector opportunities in light of inflation and interest rate expectations; it may also write call options on indexes to enhance risk-adjusted returns. Because the fund shifts its asset-class and sector positioning tactically according to the adviser's economic forecasts, its returns will diverge from any fixed benchmark.

Portfolio turnover 45.00% · as of 2025 Q3

Allocation

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

100.78%
of net assets
Stocks66.52%
Bonds24.70%
Securitized6.11%
Cash & short-term2.23%
2 smaller1.23%

Look-through blends 10 underlying funds; 0.0% of NAV was not looked through and stays direct-classified.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Other34.9%
International13.8%
Information Technology12.4%
Securitized5.9%
12 smaller33.0%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 358 new226 exited

Largest new: US TREASURY N/B ×3, ROCHE HOLDING AG, APH, EMR, SOFTBANK GROUP CORP, CVS

Largest exited: ROCHE HOLDING AG-GENUSSCHEIN, FNMA 30 YR TBA MAR ×3, GNMA II TBA MAR ×2, ELV, SKANDINAVISKA ENSKILDA BAN-A

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+19.50%+44.09%+31.68%8.47%-6.57%
+19.61%+44.65%+32.51%8.47%-6.55%

These classes hold the same portfolio, so the 0.83pp spread over 5 years is the cost difference between them — roughly 0.17pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is 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 2026-05-31

Avg coupon
4.42%
Avg maturity
14.63 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.

14%
floating
Fixed rate85.6%
Floating rate14.4%
Maturity ladder

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

<1y10y+
<1y0.7%
1-3y6.8%
3-5y18.7%
5-10y20.1%
10y+53.7%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: 0.20% · $0.62M · 2 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

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
BLACKSTONE PARTNERS OFFSHORE FD-E16.03%$127.94M
TRP INST EMERGING MARKETS EQUITY FUND5.54%$117.48M
TRP INTL BOND FD (USD HEDGED) - ITNBMX4.73%$100.38M
TRP DYNAMIC GLOBAL BOND FD-I3.85%$81.77M
T ROWE PR REAL ASSETS-IPRIKX3.78%$80.12M
TRP EMER MKTS BND FD-IPRXIX3.15%$66.77M
NVIDIA CORPNVDA2.79%$59.14M
TRP INST HIGH YIELD FUNDTRHYX2.61%$55.30M
APPLE INCAAPL2.07%$43.95M
TRP US TREASURY LONG-TERM INDEX FD-IPRUUX2.06%$43.62M
Showing 10 of 1,959Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 36.60% of net assets, top 25 49.91%, across 1.2K 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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