T. Rowe Price Balanced I Class (RBAIX) Research
This fund aims to deliver long-term capital growth, generate ongoing income, and safeguard investors' principal. It achieves these goals by investing in a diversified portfolio of both equity and fixed income assets. Typically, the fund allocates around 65% of its net assets to stocks and 35% to fixed income instruments, although this proportion may be adjusted based on market dynamics. A minimum of 25% of its net assets must be invested in senior fixed income securities, and it retains the option to allocate up to 35% of its net assets to international securities.
Market snapshot
- Symbol
- RBAIX
- Price
- $30.06
- Day change
- +0.74%
- Market cap
- $5.4B
- 52-week range
- 27.3-30.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baron Emerging Markets Fd Inst Shs (BEXIX)
- DFA Inflation-Protected Securities Portfolio (DIPSX)
- JPMorgan International Equity A (JSEAX)
- MSIF Growth Portfolio Class A (MSEGX)
- Permanent Portfolio Class I (PRPFX)
- BlackRock Health Sciences Opportunities Portfolio Service Shares (SHISX)
- BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX)
- BlackRock Health Sciences Opportunities Portfolio Class K (SHSKX)
Open T. Rowe Price Balanced I Class (RBAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.