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  • T. Rowe Price Personal Strategy Balanced Fund (TRPBX)
    Ticker Symbol:
    TRPBX
    Fund Status:
    Open to new Retail investors  /  Open to subsequent Retail investments
    Fund Objective
    Quick Stats
    Fiscal Year End  May
    Inception Date 07/29/1994
    Tax ID 52-1877339
    Investment Objective
    The fund seeks the highest total return over time, consistent with an emphasis on both capital growth and income.
    Strategy
    Invests in a diversified portfolio typically consisting of about 60% stocks, 30% bonds, and 10% money market securities. The manager can rebalance the investment mix, within defined ranges, based on the economic outlook, interest rates, and financial markets.
    Investor Profile
    Investors seeking a middle-of-the-road approach that emphasizes stocks for potential capital appreciation but also produces significant income to temper volatility. The fund should be appropriate for intermediate- to long-term investment goals. Appropriate for taxable and tax-deferred accounts, such as IRAs.
    Risk/Reward Potential*
    Click on the risk/reward spectrum below to view the funds in that category
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    Moderate
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    Lowest
    The fund offers long-term capital appreciation potential and income by investing in a combination of stocks, bonds, and money market securities. The common stock portion of the portfolio has the potential to grow faster than inflation over the long term to help protect purchasing power, while the income provided by the bond portion can help cushion changes in stock prices.

    Since the majority of the portfolio is invested in stocks, the primary risk is declining share prices; the bond portion will be subject to interest rate and credit risk.
    *Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
    See Glossary for additional details on all data elements.