T. Rowe Price Investment Allocation Tool

Get investment advice when you need it.

The Investment Allocation Tool helps you make informed decisions based on your investment goals and risk tolerance.
Get real-time:
  • Asset allocation advice
  • T. Rowe Price mutual fund recommendations.

How it works

Log in or sign up as a guest to gain access to the tool. Then answer a brief series of questions about your investing preferences and objectives.

Based on your responses and our methodology, we'll recommend a T. Rowe Price mutual fund or portfolio of T. Rowe Price mutual funds tailored to your investing time horizon and risk tolerance for this account.
All mutual funds are subject to market risk, including the possible loss of principal.

The T. Rowe Price® Investment Allocation Tool is a non-discretionary advisory service provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Questions? Review our T. Rowe Price Investment Allocation Tool FAQs or call 1-800-831-1433 weekdays between 8 a.m. and 8 p.m. ET for assistance. For questions about how we arrived at your recommendation, review our methodology document.

Read Form CRS for important information on our fees and services.

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The funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds and T. Rowe Price ETFs.

Download a mutual fund prospectus or ETF prospectus.

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Due to technical difficulties, the Investment Allocation Tool is temporarily unavailable. We apologize for this inconvenience and appreciate your patience.