T. Rowe Price Balanced (RPBAX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|T. Rowe Price Instl High Yield||4.58||1.27|
|T. Rowe Price Real Assets||2.53||-13.99|
|US Treasury Note 0.875%||0.80||-5.53|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.60%|
Performance & Risk
|5y Avg Return:||16.13%|
|Rank in Category (ytd):||67|
|% Rank in Category (ytd):||7.26%|
|Morningstar Risk Rating:||4|
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