T. Rowe Price Personal Strat Balanced
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-5660
| Category: | Moderate Allocation | | Fund Family: | T. Rowe Price | | Net Assets: | 1.38B | | Year-to-Date Return: | 30.68% | | Yield: | 2.12% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jul-94 |
|
Edmund M. Notzon III
Lead Manager since
30-Nov-98 | | | 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 |
|
| |
| The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio typically consisting of about 60% stocks, 30% bonds, and 10% money market securities. |
| Last Dividend
(11-Dec-09):
| 0.09 | | Last Cap Gain
(11-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 62.40% | | Average for Category:
| 82.83% |
|
| Expense | TRPBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.26% Nasdaq 
Profile
