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  •  Dow Down 3.39% Nasdaq Down 4.12%

    T. Rowe Price Balanced (RPBAX)

    21.28 Down 0.79(3.58%) Jun 24
    Prev Close:22.07
    YTD Return*:2.10%
    Net Assets*:3.96B
    Yield*:1.88%

    * As of 31-May-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Instl High Yield3.69N/A
    T. Rowe Price Real Assets2.31N/A
    MSFT1.22N/A
    AMZN1.22N/A
    US Treasury Note 1.75%1.10N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.96B
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:2.10%
    5y Avg Return:7.03%
    Rank in Category (ytd):70
    % Rank in Category (ytd):7.39%
    Beta (3y):1.11
    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 its total assets in fixed income senior securities and may invest up to 35% of its total assets in foreign securities. View More
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