T. Rowe Price Personal Strategy Balanced Fund

Class No Load (TRPBX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 7.46 0.03 7.43
Stocks 39.57 0.0 39.57
Bonds 21.65 0.0 21.65
Other 0.75 0.1 0.65
Foreign Bonds 9.34 0.0 9.34
Foreign Stocks 21.04 0.0 21.04
Convertible 0.03 0.0 0.03
Preferred 0.29 0.0 0.29

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
T. Rowe Price Instl High Yield --- --- 4.81
T. Rowe Price Instl Emerging Mkts Eq --- --- 3.85
T. Rowe Price Instl Emerging Mkts Bond --- --- 3.8
T. Rowe Price Instl Intl Bond --- --- 3.24
T. Rowe Price Real Assets --- --- 2.46
US Treasury Note 0.875% --- --- 1.27
Google Inc Class A GOOGL 5.45 1.12
Amazon.com Inc AMZN -16.65 0.86
US Treasury Note 0.625% --- --- 0.69
Thermo Fisher Scientific Inc TMO 7.1 0.66

Bond Ratings (%)

Updated 03.31.2014

Sector TRPBX
AAA 39.15
AA 4.26
A 14.08
BBB 15.95
BB 11.94
B 14.54
Below B 0.08
Other 0.0

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