| Amount | Holding |
|---|---|
| 4.32% | T. Rowe Price Instl High Yield |
| 2.48% | Microsoft Corp |
| 2.28% | Amazon.com Inc |
| 1.53% | Alphabet Inc Class C |
| 1.36% | T. Rowe Price Real Assets I |
| 1.32% | Facebook Inc A |
| 1.25% | United States Treasury Notes 1.12% |
| 1.23% | Apple Inc |
| 0.87% | NextEra Energy Inc |
| 0.83% | Alibaba Group Holding Ltd ADR |
| 0.82% | Nestle SA ADR |
| 0.79% | Visa Inc Class A |
| 0.77% | Danaher Corp |
| 0.66% | General Electric Co |
| 0.61% | Mastercard Inc A |
| 0.57% | Thermo Fisher Scientific Inc |
| 0.57% | Prologis Inc |
| 0.56% | UnitedHealth Group Inc |
| 0.56% | United States Treasury Bonds 2.75% |
| 0.54% | Roche Holding AG Dividend Right Cert. |
| 0.54% | Linde PLC |
| 0.52% | Netflix Inc |
| 0.52% | Tencent Holdings Ltd ADR |
| 0.50% | Unilever NV ADR |
| 0.50% | AbbVie Inc |
Expense Ratio Rating
7 /10
Expense Rating
5 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$RPBAX Alternatives
69%
FI Score
- rpbax
- Mutual Fund
- Allocation
- All-In-One
Expenses: 0.55% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why ยป