About RPBAX
T. Rowe Price Balanced Fund is a mutual fund designed to provide a diversified approach to investing, aimed at achieving capital growth, current income, and preservation of capital. This fund typically holds a mix of approximately 65% equities—primarily U.S. and foreign common stocks—and 35% fixed income securities, including bonds and other investments. Its portfolio construction allows exposure to multiple sectors within both equity and fixed income markets, leading to a moderate risk and return profile appropriate for investors seeking a balanced allocation strategy. The fund emphasizes broad diversification, often holding over 1,500 individual positions, and frequently allocates at least a quarter of assets to senior fixed income securities. This balanced structure helps mitigate overall portfolio volatility while still pursuing growth opportunities through equities and stable income streams from bonds. Managed by seasoned professionals, the fund plays a significant role in the market by serving as a core holding for investors who desire a single-fund solution for both growth and income, adhering to a disciplined allocation between stocks and bonds for long-term financial objectives.
Fund Family T. Rowe Price
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RPBAX
Index Index is not available on Lipper Database
RPBAX had a total return of 9.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.76%.
