T. Rowe Price Personal Strategy Balanced Fund (TRPBX)

Pursue a balanced approach to total returns.

Call 800-541-1506 to speak to an investment specialist about the Personal Strategy Balanced Fund.

Ticker Symbol:
TRPBX
Fund Status:
Open to new Retail investors  /  Open to subsequent Retail investments
Fund Expenses/Minimums
Fees & Expenses
 
Gross Expense Ratio^
0.87%
Net Expense Ratio^
0.74%
Waiver Type
 N/A
Limitation Expires
  N/A
Transaction Fee No
Redemption Fee 0%
12b-1 Fee 0%
^ The gross expense ratio reflects the fund expenses as stated in the fee table of the fund's prospectus prior to the deduction of any waiver or reimbursement. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Expense ratios are as of the most recent prospectus.
^ T. Rowe Price Associates, Inc. is required to permanently waive a portion of its management fee charged to the fund in an amount sufficient to fully offset any acquired fund fees and expenses related to investments in other T. Rowe Price mutual funds. The amount of the waiver will vary each fiscal year in proportion to the amount invested in other T. Rowe Price mutual funds.
This is a No-Load Fund
Front-End Load None
Back-End Load None
Load History N/A
Account Minimums
To Open an Account $2,500
To Add to an Account $100
To Open an IRA Account $1,000
To Add to an IRA Account $100
Systematic Purchase Minimum $100
Per account per transaction after opening minimum is satisfied.
See Glossary for additional details on all data elements.