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Ak T. Rowe Price 529 Balanced Portfolio (0P0000O78A)

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46.310 -0.820 -1.74%

31/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 131.9M

Type: Fund

Market: United States

Issuer: T. Rowe Price Associates, Inc.

Asset Class: Equity

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0P0000O78A Overview

Find basic information about the Ak T. Rowe Price 529 Balanced Portfolio mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O78A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )

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Rating

1-Year Change23.96%

Prev. Close47.13

Risk Rating

TTM YieldN/A

ROE23.62%

IssuerT. Rowe Price Associates, Inc.

TurnoverN/A

ROA10.22%

Inception DateApr 17, 2001

Total Assets131.9M

ExpensesN/A

Min. InvestmentN/A

Market Cap95.08B

CategoryStatic Allocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1108	1016	1240	1094	1439	1963
Fund Return	10.82%	1.62%	23.96%	3.03%	7.55%	6.98%
Place in category	73	72	79	50	52	30
% in Category	31	29	37	26	34	31

Top Equity Funds by T. Rowe Price Associates, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
AK T Rowe Price 529 Total Equity Ma	3.56B	18.99	7.17	11.95
MD Maryland College Investment Plap	1.24B	6.57	1.29	5.72
AK T Rowe Price 529 for College	527.71M	5.53	0.38	3.39
AK University of Alaska College Sae	458.16M	18.99	7.17	11.95
AK John Hancock Freedom 529 Blue Ch	283.9M	16.81	5.46	13.48

Top Funds for Static Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
OH CollegeAdvantage 529 Vanguard We	9.98B	12.26	4.14	8.22
VA CollegeAmerica 529 American Bala	4.44B	13.27	5.19	8.10
KS Schwab Moderate Index	816.13M	10.00	3.01	6.82
VA CollegeAmerica 529 American Balc	755.07M	12.56	4.39	7.28
IA College Savings Iowa 529 Moderap	675.01M	9.75	2.36	6.42

Top Holdings

Name	ISIN	Weight %	Last	Change %
T. Rowe Price Spectrum Income I	-	38.08	-	-
T. Rowe Price Value I	-	9.92	-	-
T. Rowe Price Blue Chip Growth I	-	9.09	-	-
T. Rowe Price US Large-Cap Core I	-	6.44	-	-
T. Rowe Price Equity Index 500 I	-	6.27	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	AK T. Rowe Price .	46.310	-0.820	-1.74%