T Rowe Price Fund Quote
| RPBAX Fund | USD 28.20 0.06 0.21% |
Performance2 of 100
| Odds Of DistressLess than 22
|
T Rowe is trading at 28.20 as of the 26th of November 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 28.14. T Rowe has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for T Rowe Price are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests approximately 65 percent of its net assets in stocks and 35 percent of its net assets in fixed income securities, although the amount may vary based on market conditions. The fund invests at least 25 percent of its net assets in fixed income senior securities and may invest up to 35 percent of its net assets in foreign securities.. More on T Rowe Price
Moving together with RPBAX Mutual Fund
RPBAX Mutual Fund Highlights
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
T Rowe Price [RPBAX] is traded in USA and was established 26th of November 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of T. Rowe Price family. The entity is thematically classified as Hybrid Mix Funds. This fund at this time has accumulated 4.26 B in assets with minimum initial investment of 2.5 K. T Rowe Price is currently producing year-to-date (YTD) return of 13.52% with the current yeild of 0.02%, while the total return for the last 3 years was 3.68%.
Check T Rowe Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on RPBAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding RPBAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as T Rowe Price Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top T Rowe Price Mutual Fund Constituents
| MS | Morgan Stanley | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TRLDX | T Rowe Price | Mutual Fund | Short-Term Inflation-Protected Bond | |
| TRHYX | T Rowe Price | Mutual Fund | High Yield Bond | |
| PRIKX | T Rowe Price | Mutual Fund | World Large-Stock Value | |
| NEE | Nextera Energy | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology |
T Rowe Price Risk Profiles
| Mean Deviation | 0.3558 | |||
| Semi Deviation | 0.4321 | |||
| Standard Deviation | 0.4676 | |||
| Variance | 0.2187 |
T Rowe Against Markets
Other Information on Investing in RPBAX Mutual Fund
T Rowe financial ratios help investors to determine whether RPBAX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RPBAX with respect to the benefits of owning T Rowe security.
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