RBAIX – Fund Analysis – T. Rowe Price Balanced I | Morningstar

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Will RBAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RBAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the RBAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of RBAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Stable and set up for success.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

T. Rowe Price Balanced is steered by veteran multi-asset portfolio managers backed by a deep team. The fund’s portfolio is simple yet well-diversified, and the managers of its underlying strategies are largely proven and benefit from substantial resources as well.

by Greg Carlson

Rated on Aug 12, 2024 Published on Aug 12, 2024

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