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 Dow Up 1.00% Nasdaq Up 1.29%
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T. Rowe Price Balanced (RPBAX)

23.30 Up 0.19(0.82%) Apr 16
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Prev Close:23.11
YTD Return*:1.34%
Net Assets*:4.04B

* As of 31-Mar-14

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


» More Headlines for RPBAX

Top Holdings

Symbol% AssetsYTD Return %
T. Rowe Price Instl High Yield4.581.27
T. Rowe Price Real Assets2.53-13.99
US Treasury Note 0.875%0.80-5.53

Fund Basics

Morningstar Overall Rating:
Total Assets:4.04B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.60%

Performance & Risk

YTD Return:1.34%
5y Avg Return:16.13%
Rank in Category (ytd):67
% Rank in Category (ytd):7.26%
Beta (3y):1.13
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 U.S. and foreign common stocks and 35% in fixed income securities. It will invest at least 25% of total assets in fixed income senior 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. The fund may invest up to 35% of its total assets in foreign securities. View More
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