Balanced funds offer a carefully chosen combination of stocks and bonds designed by the T. Rowe Price asset allocation management team to achieve an effective balance between short-term risk and long-term return potential.
- T. Rowe Price Balanced Fund
- T. Rowe Price Personal Strategy Balanced Fund
- T. Rowe Price Tax-Efficient Balanced Fund
Holdings in the Balanced Fund are selected according to T. Rowe Price’s disciplined investment approach and are rebalanced regularly. It can be used to pursue a wide variety of intermediate- to long-term investment goals.
Personal Strategy Balanced Fund invests approximately 60% in stocks, 30% in bonds, and 10% in money market securities. It is appropriate for intermediate- to long-term goals.
Tax-Efficient Balanced Fund combines large-cap stocks that pay out minimal dividends and tax-advantaged municipal bonds to provide a favorable combination of risk and reward as well as limited taxable distributions. This is a good option for taxable accounts.
These funds are subject to market risk, including possible loss of principal. In addition, the funds are subject to the risks of fixed-income investing, including interest rate risk and credit risk.
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