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    T. Rowe Price Balanced (RPBAX)

    23.82 Up 0.04(0.17%) Apr 21
    Prev Close:23.78
    YTD Return*:2.93%
    Net Assets*:4.22B
    Yield*:1.91%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Instl High Yield3.63-5.76
    T. Rowe Price Real Assets2.54-0.79
    AAL0.8612.99
    GE0.7819.30
    AAPL0.6815.06

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.22B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:2.93%
    5y Avg Return:10.15%
    Rank in Category (ytd):8
    % Rank in Category (ytd):0.84%
    Beta (3y):1.08
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 65% of its total assets in common stocks and 35% in fixed income securities. It will invest at least 25% of total assets in fixed income senior securities and may invest up to 35% of its total assets in foreign securities. When selecting particular stocks, the manager will examine relative values and prospects among growth- and value-oriented stocks, domestic and international stocks, small- to large-cap stocks, and stocks of companies involved in activities related to commodities and other real assets. View More
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