T. Rowe Price Balanced (RPBAX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|T. Rowe Price Instl High Yield||3.94||N/A|
|T. Rowe Price Real Assets||2.54||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.60%|
Performance & Risk
|5y Avg Return:||11.79%|
|Rank in Category (ytd):||5|
|% Rank in Category (ytd):||0.52%|
|Morningstar Risk Rating:||3|
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. When selecting particular stocks, the portfolio 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