Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), 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 MF is 2.27T. The market cap for tickers in the group ranges from 1.24T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is META at 1.24T.
Volume
The average weekly volume growth across all stocks in the T. Rowe Price Balanced MF was 22%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 71
Price Growth Rating: 42
SMR Rating: 26
Profit Risk Rating: 17
Seasonality Score: 8 (-100 ... +100)