4 / 5 Stars
5 5 3 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 in Moderate Allocation
U.S. News evaluated 251 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 13.98 percent over the past year, 9.88 percent over the past three years, 15.37 percent over the past five years, and 6.94 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 65% of its total assets in U.S. and foreign common stocks and 35% in fixed income securities. It will invest at least 25% of total assets in fixed income senior securities. When selecting particular stocks, the manager will examine relative values and prospects among growth- and value-oriented stocks, domestic and international stocks, small- to large-cap stocks, and stocks of companies involved in activities related to commodities and other real assets. The fund may invest up to 35% of its total assets in foreign securities.
Fees are Below Average compared to funds in the same category.
T. Rowe Price Balanced has an expense ratio of 0.61 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.