Balanced Fund Managers Discuss Portfolio Income
Ned Notzon and Charles Shriver are portfolio managers in T. Rowe Price’s U.S. Asset Allocation Group. I spoke with them in late July about their balanced stock/bond funds and what investors need to know when analyzing income investments.
—Charles Rotblut, CFA
Charles Rotblut (CR): You are allowed a certain amount of leeway on how much you allocate to stocks and how much you allocate to bonds. What factors cause you to favor one asset class over the other?
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Charles Shriver is a portfolio manager with T. Rowe Price Associates Inc. for several asset allocation portfolios within the Asset Allocation Group, including the Balanced, Spectrum and Personal Strategy funds, and is an associate portfolio manager for the Target Risk Strategies.
Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.