RPBAX Mutual Fund

RPBAX Mutual Fund (T. Rowe Price Balanced Fund Investor Class) is managed by T.Rowe Price. RPBAX expense ratio is 0.60%, holding 1765 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1939-12-29.

RPBAX performance shows a YTD return of 5.27%. The 1-year return is 13.31% and the 5-year return is 6.28%. RPBAX dividend yield stands at 6.95%, paid quarterly.

RPBAX top holdings include T Rowe Price Real Assets Fund Inc (4.2%), T Rowe Pr Inst Hi Yld (3.9%), Nvidia Corp. (3.0%), Apple, Inc (2.2%), Microsoft Corp (2.0%). Go to all RPBAX holdings, RPBAX sectors, or RPBAX dividends.

RPBAX can be compared against other funds. Use RPBAX overlap to find shared positions, or RPBAX vs another fund for a side-by-side view. RPBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.