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Nasdaq - Delayed Quote USD

T. Rowe Price Balanced (RPBAX)

26.62
+0.09
+(0.34%)
At close: 8:04:00 PM EDT
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  • Previous Close 26.53
  • YTD Return 3.31%
  • Expense Ratio 0.60%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.72B
  • Beta (5Y Monthly) 1.01
  • Yield 2.04%
  • 5y Average Return --
  • Holdings Turnover 39.20%
  • Last Dividend 0.11
  • Inception Date Dec 29, 1939

The fund normally invests approximately 65% of its net assets in stocks and 35% of its net assets in fixed income securities, although the amount may vary based on market conditions. The fund invests at least 25% of its net assets in fixed income senior securities and may invest up to 35% of its net assets in foreign securities.

T. Rowe Price

Fund Family

Allocation--50% to 70% Equity

Fund Category

4.72B

Net Assets

1939-12-29

Inception Date

More about T. Rowe Price Balanced

Performance Overview: RPBAX

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Trailing returns as of 3/31/2025. Category is Allocation--50% to 70% Equity.

YTD Return

RPBAX
3.31%
Category
9.69%
 

1-Year Return

RPBAX
11.86%
Category
27.06%
 

3-Year Return

RPBAX
6.31%
Category
11.00%
 

5-Year Return

RPBAX
8.94%
Category
10.26%
 

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RPSIX T. Rowe Price Spectrum Income
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PRSGX T. Rowe Price Spectrum Diversified Eq
25.11
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PRFDX T. Rowe Price Equity Income
36.07
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PRSIX T. Rowe Price Spectrum Cnsrv Allc
19.85
+0.25%
 
TRVLX T. Rowe Price Value
47.13
+0.51%
 
PRITX T. Rowe Price International Stock
20.47
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TRPBX T. Rowe Price Spectrum Moderate Allc Inv
24.04
+0.33%
 
PRSVX T. Rowe Price Small-Cap Value
50.49
+1.34%
 
PRNHX T. Rowe Price New Horizons
50.42
+1.94%
 
PRDGX T. Rowe Price Dividend Growth
78.91
+0.47%
 
PRCIX T. Rowe Price New Income
8.00
-0.12%
 
TRSGX T. Rowe Price Spectrum Mod Gr Allc
39.34
+0.43%
 
PRWAX T. Rowe Price All-Cap Opportunities Fund
70.95
+0.78%
 
PRGFX T. Rowe Price Growth Stock
96.81
+0.77%
 
RPMGX T. Rowe Price Mid-Cap Growth
93.81
+1.09%
 

Holdings: RPBAX

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Sector Weightings

SectorRPBAX
Technology   22.95%
Financial Services   14.99%
Healthcare   11.43%
Consumer Cyclical   10.74%
Industrials   9.38%
Communication Services   8.02%
Consumer Defensive   5.59%
Energy   5.20%
Basic Materials   4.80%
Real Estate   4.11%
Utilities   2.79%
View More

Recent News: RPBAX

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Research Reports: RPBAX

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