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    T. Rowe Price Balanced (RPBAX)

    23.24 Up 0.02(0.09%) Jul 7
    Prev Close:23.22
    YTD Return*:2.83%
    Net Assets*:4.25B

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Instl High Yield3.94N/A
    T. Rowe Price Real Assets2.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.25B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:2.83%
    5y Avg Return:11.79%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.52%
    Beta (3y):1.06
    Morningstar Risk Rating:3

    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. 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
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