T. Rowe Price Balanced Fund (RPBAX) Research

The fund generally dedicates about 65% of its overall holdings to equity shares and approximately 35% to debt instruments. It is mandated to keep a minimum of 25% of its total capital in senior fixed-income products and has the option to direct up to 35% of its portfolio into international investments.

Market snapshot

Symbol
RPBAX
Price
$30.08
Day change
+0.77%
Market cap
$5.3B
52-week range
27.32-30.19
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Growth Fund (BGRFX)
  • First Eagle Gold Fund (FEGIX)
  • The Hartford Equity Income Fund (HQIIX)
  • Parnassus Endeavor Fund (PARWX)
  • Parnassus Funds - Parnassus Endeavor Fund (PFPWX)
  • T. Rowe Price New Era Fund (PRNEX)
  • Sequoia Fund (SEQUX)
  • T . Rowe Price Retirement 2015 Fund (TRRGX)

Open T. Rowe Price Balanced Fund (RPBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.