About RBAIX
T. Rowe Price Balanced Fund - I Class is a mutual fund that seeks capital growth, current income, and preservation of capital through a diversified portfolio of stocks and fixed-income securities. It normally invests approximately 65% of its assets in a mix of U.S. and foreign common stocks, including large-cap growth and value equities as well as real assets, and 35% in fixed-income instruments such as U.S. investment-grade bonds, high-yield bonds, mortgage-backed securities, and U.S. Treasuries. At least 25% of total assets are allocated to fixed-income senior securities to enhance income generation and stability. The fund maintains a moderate allocation style, with typical holdings in leading technology firms alongside bond funds managed internally. This I Class share is designed for institutional investors, featuring a lower expense structure compared to retail classes. Managed by experienced professionals at T. Rowe Price, headquartered in Baltimore, Maryland since 1937, the fund plays a key role in moderate allocation strategies, balancing equity upside potential with fixed-income downside protection for investors seeking comprehensive market exposure.
Fund Family T. Rowe Price
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RBAIX
Share Class T. Rowe Price Balanced Fund-i Class
Index Index is not available on Lipper Database
RBAIX had a total return of 14.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.64%.
