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RBAIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$26.23
Change
-$2.09 (-7.38%)
Net Assets
4.76B

RBAIX T. Rowe Price Balanced I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META).

Industry description

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.

Market Cap

The average market capitalization across the T. Rowe Price Balanced I MF is 2.43T. The market cap for tickers in the group ranges from 1.24T to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is META at 1.24T.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Balanced I MF was 27%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 63
Price Growth Rating: 18
SMR Rating: 24
Profit Risk Rating: 12
Seasonality Score: -28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
T. Rowe Price Balanced Fund, Inc.100 East Pratt StreetBaltimore
Phone
N/A
Web
www.troweprice.com
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RBAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RBAIX has been closely correlated with PRWCX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if RBAIX jumps, then PRWCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RBAIX
1D Price
Change %
RBAIX100%
-0.32%
PRWCX - RBAIX
95%
Closely correlated
-0.44%
PACLX - RBAIX
95%
Closely correlated
-0.42%
RLBEX - RBAIX
94%
Closely correlated
-0.57%
RLBFX - RBAIX
94%
Closely correlated
-0.57%
RLBCX - RBAIX
94%
Closely correlated
-0.54%
More