Outcome Models

Low Duration Models

Our Low Duration models are designed to help optimize income while managing downside risk and volatility—helping your clients’ short-term assets work harder.

Morningstar Gold Award

Morningstar Medalist Rating™

Rating as of 9/30/2024
Analyst-Driven: 55%
Data Coverage: 87%

Stay current with Model Viewpoints, Fact Sheets, and more for our Low Duration models. 

Designed to meet a range of conservative income objectives, our Low Duration models use a tiered approach to address a variety of client risk tolerances, liquidity needs, and time horizons. For your other portfolio needs, view all models.

Capital Preservation

Capital Preservation


Ultra Short-Term

Ultra Short-Term


Strategic Allocation neutral weights are shown above. Actual portfolio weights will vary with tactical asset allocation changes and market fluctuation. All allocation weights are subject to change without prior notice. Depending on the market environment, additional strategies not shown above may be used as Tactical Allocations. For additional information about investment objectives and potential risks, see below.

Meet the experienced team behind our models.

Our Low Duration models are managed by a team of multi-asset experts with your clients’ goals in mind. And every move is guided by our disciplined strategic investing approach so you can focus on other areas of your practice.

Our Target Allocation Active series is managed by a team of multi-asset experts with your clients’ goals in mind. And every move is guided by our disciplined strategic investing approach so you can focus on other areas of your practice.

Erin Garrett, CAIA

Portfolio Manager

Justin C. Harvey, ASA, CFA

Portfolio Manager and
Multi-Asset Solutions Strategist

Alexander S. Obaza, CFA

Portfolio Manager

Erin is a portfolio manager for T. Rowe Price model portfolios and an associate portfolio manager for the Target Allocation strategies. View full bio.

Justin is a portfolio manager for T. Rowe Price Low Duration model portfolios and the head of Analysis for Multi-Asset Solutions in the Multi-Asset Division. View full bio.

Alex is a portfolio manager for T. Rowe Price Low Duration model portfolios and the US Ultra Short-Term Bond Strategy in the Fixed Income Division. View full bio

Erin Garrett, CAIA

Portfolio Manager

Erin is a portfolio manager for T. Rowe Price model portfolios and an associate portfolio manager for the Target Allocation strategies. View full bio.

Justin C. Harvey, ASA, CFA

Portfolio Manager and
Multi-Asset Solutions Strategist

Justin is a portfolio manager for T. Rowe Price Low Duration model portfolios and the head of Analysis for Multi-Asset Solutions in the Multi-Asset Division. View full bio

Alexander S. Obaza, CFA

Portfolio Manager

Alex is a portfolio manager for T. Rowe Price Low Duration model portfolios and the US Ultra Short-Term Bond Strategy in the Fixed Income Division. View full bio

Som Priestley, CFA

Portfolio Manager and
Multi-Asset Solutions Strategist

Som is a portfolio manager for T. Rowe Price model portfolios and a multi-asset solutions strategist in the Multi-Asset Division of T. Rowe Price. View full bio

Michael F. Reinartz, CFA

Portfolio Manager

Michael is a portfolio manager for T. Rowe Price Low Duration model portfolios and the US Short-Term Bond strategies in the Fixed Income Division. View full bio

Som Priestley, CFA

Portfolio Manager and
Multi-Asset Solutions Strategist

Michael F. Reinartz, CFA

Portfolio Manager

Som is a portfolio manager for T. Rowe Price model portfolios and a multi-asset solutions strategist in the Multi-Asset Division of T. Rowe Price. View full bio.

Michael is a portfolio manager for T. Rowe Price Low Duration model portfolios and the US Short-Term Bond strategies in the Fixed Income Division. View full bio

Everything you need to know about our models

Stay informed and enhance your client conversations with updates and insights on our Low Duration models.

Model Viewpoints

Get our experts’ perspective on the markets and any related positioning changes to our Low Duration models.

Quarterly Reports

View the latest performance data and learn what’s behind the numbers—an essential tool for your client conversations.

Help Your Clients Overcome the Opportunity Cost of Cash

Show your clients how duration fixed income may help improve outcomes.

Getting started: Choosing and using model portfolios

As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.

Getting started: Choosing and using model portfolios

As models surge in popularity, it’s important to know how to effectively select and implement them. Our model portfolio tools and resources can show you how.

Your investment process. Our expertise.

Refine holdings, build models, adjust portfolios, and inform investment decisions. Let's put our proven multi-asset expertise to work for your clients.

Streamline your investment process today—contact us.

Broker-Dealer, RIA, Regional and National Banks

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Due diligence, fiduciary, and regulatory support

Solutions for growing and scaling your business

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