T. Rowe Price Balanced benefits from a large multi-asset team, an attractive lineup of underlying strategies, and relatively low fees. It continues to earn a Morningstar Analyst Rating of Silver for both share classes.
Morningstar’s Fund Analysis RPBAX
Will RPBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RPBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RPBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RPBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.