RBAIX – T. Rowe Price Balanced I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital growth, current income, and preservation of capital through a portfolio of stocks and fixed income securities. The fund normally invests approximately 65% of its net assets in stocks and 35% of its net assets in fixed income securities, although the amount may vary based on market conditions. The fund invests at least 25% of its net assets in fixed income senior securities and may invest up to 35% of its net assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RPBAX	T. Rowe Price Balanced Fund	No Load	Open			Dec 29, 1939	$2.60B	0.610%	Below Average	$2,500	−$282.29M
RBAIX	T. Rowe Price Balanced I Class	Institutional	Open			Dec 17, 2015	$2.61B	0.470%	Low	$500,000	$44.54M

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