T. Rowe Price Balanced
100 East Pratt Street Baltimore MD 21202
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Phone: 800-638-5660
| Category: | Moderate Allocation | | Fund Family: | T. Rowe Price | | Net Assets: | 2.44B | | Year-to-Date Return: | 23.52% | | Yield: | 2.38% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-39 |
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Edmund M. Notzon III
Lead Manager since
31-Aug-92 | | | Notzon has been a member of the Portfolios committee since May 2003,and is managing director with T. Rowe Price Associates, his employer since 1989. Notzon holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 60% of assets in U.S. and foreign common stocks and 40% in fixed-income securities. It will invest at least 25% of assets in senior fixed-income securities. The fund may also invest in other securities, including futures, options, and swaps. |
| Last Dividend
(28-Sep-09):
| 0.08 | | Last Cap Gain
(11-Dec-08):
| 0.23 | | Annual Holdings Turnover
| 58.20% | | Average for Category:
| 74.74% |
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| Expense | RPBAX | Category
Avg | | Total Expense Ratio: | 0.69%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 221 | $632 | | 5 Yr Expense Projection*: |
$ 384 | $951 | | 10 Yr Expense Projection*: |
$ 859 | $1,857 |
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