T. Rowe Price Spectrum Moderate Growth Allocation Fund

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

Actively managed U.S. equity fund
One fund, 2 share classes:TRSGXTGIPX
$4.32B NAV
1,998 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 Growth 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 a primary emphasis on capital growth and a secondary emphasis on income.

Strategy · summarised

The fund allocates across stocks (typically 80%), bonds and cash (16%), and alternative investments (4%), with the adviser overweighting or underweighting asset classes based on economic outlook and tactical opportunities. Stock selection emphasizes relative value across growth and value styles, market capitalizations, geographies, and real assets; bond selection reflects views on inflation, interest rates, credit quality, and currency movements. The fund may use derivatives including options, futures, and credit default swaps to adjust exposure, manage duration, and enhance returns. Because the adviser's tactical allocation decisions and security selections drive performance, results will diverge from any benchmark.

Portfolio turnover 44.60% · as of 2025 Q3

Allocation

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

100.55%
of net assets
Stocks83.74%
Bonds11.39%
Securitized3.08%
Cash & short-term1.89%
2 smaller0.45%

Look-through blends 9 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
Other24.9%
International17.8%
Information Technology16.0%
Financials6.7%
12 smaller34.6%

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: 368 new228 exited

Largest new: ROCHE HOLDING AG, APH, EMR, US TREASURY N/B, SOFTBANK GROUP CORP, CVS, AMGN, BRITISH AMERICAN TOBACCO PLC

Largest exited: ROCHE HOLDING AG-GENUSSCHEIN, ELV, MITSUBISHI ESTATE CO LTD, SKANDINAVISKA ENSKILDA BAN-A, INTESA SANPAOLO, RENESAS ELECTRONICS CORP, SK SQUARE CO LTD, AVIVA PLC

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+24.23%+54.80%+39.74%10.56%-7.75%
+24.43%+55.51%+40.74%10.57%-7.73%

These classes hold the same portfolio, so the 0.99pp spread over 5 years is the cost difference between them — roughly 0.20pp 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
4.40%
Avg maturity
14.72 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.

15%
floating
Fixed rate85.4%
Floating rate14.6%
Maturity ladder

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

<1y10y+
<1y0.6%
1-3y8.4%
3-5y14.8%
5-10y23.4%
10y+52.9%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: 0.36% · $1.17M · 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
TRP INST EMERGING MARKETS EQUITY FUND7.45%$322.31M
T ROWE PR REAL ASSETS-IPRIKX4.98%$215.47M
BLACKSTONE PARTNERS OFFSHORE FD-E13.90%$168.86M
NVIDIA CORPNVDA3.57%$154.53M
APPLE INCAAPL2.67%$115.62M
TRP INTL BOND FD (USD HEDGED) - ITNBMX2.49%$107.65M
MICROSOFT CORPMSFT2.34%$101.04M
ALPHABET INC CL CGOOG2.27%$98.11M
AMAZON.COM INCAMZN1.98%$85.41M
TRP US TREASURY LONG-TERM INDEX FD-IPRUUX1.75%$75.77M
Showing 10 of 1,998Sign 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 33.41% of net assets, top 25 45.51%, 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.

Sign in free