T. Rowe Price BalancedRPBAX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

T. Rowe Price Balanced is back on top these days.

In 2008, this fund lost nearly 30%, which was its worst absolute loss ever and--from a relative standpoint--in the bottom half of the moderate-allocation category. However, this year is a different Read more

Kudos

Subdued volatility.

Low expenses.

Experienced management. Read more

Risks

Above-average foreign stake can hold fund back when such stocks lag domestic equities. Read more

Strategy

The fund is designed to provide one-stop exposure to most asset classes. Each equity or fixed-income component mirrors one of T. Rowe Price's offerings. The stock portfolio is divided among large-growth, Read more

Management

Lead manager Ned Notzon heads the fund's asset-allocation committee that sets the fund's security mix between stocks, bonds, and cash. The managers of this fund's subportfolios include Larry Puglia of T. Rowe Price Blue Chip Growth, Stephen Boesel, Read more

Inside Scoop

Balanced is the most appropriate term for this fund. Management holds a wide variety of asset classes, including domestic and foreign stocks, domestic investment-grade and Read more

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