T Rowe Price Fund Quote

PREFX Fund  USD 76.23  0.55  0.73%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
T Rowe is trading at 76.23 as of the 2nd of December 2024; that is 0.73 percent increase since the beginning of the trading day. The fund's open price was 75.68. T Rowe has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for T Rowe Price are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics a demonstrated ability to consistently increase revenues, earnings, and cash flow strong management attractive business niches and a sustainable competitive advantage.. More on T Rowe Price

Moving together with PREFX Mutual Fund

  0.94PEXMX T Rowe PricePairCorr
  1.0TEEFX T Rowe PricePairCorr
  0.86PFFRX T Rowe PricePairCorr

Moving against PREFX Mutual Fund

  0.81RPIBX T Rowe PricePairCorr
  0.7TEUIX T Rowe PricePairCorr
  0.63TEIMX T Rowe PricePairCorr

PREFX Mutual Fund Highlights

Fund ConcentrationT. Rowe Price Funds, Large Growth Funds, Large Growth, T. Rowe Price (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of July 2023
Fiscal Year EndFebruary
T Rowe Price [PREFX] is traded in USA and was established 2nd of December 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Large Growth category and is part of T. Rowe Price family. This fund at this time has accumulated 832.07 M in assets with minimum initial investment of 2.5 K. T Rowe Price is currently producing year-to-date (YTD) return of 33.41%, while the total return for the last 3 years was 7.93%.
Check T Rowe Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PREFX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PREFX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as T Rowe Price Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top T Rowe Price Mutual Fund Constituents

FISFidelity National InformationStockFinancials
BLKBlackRockStockFinancials
HDHome DepotStockConsumer Discretionary
SBACSBA Communications CorpStockReal Estate
NFLXNetflixStockCommunication Services
VVisa Class AStockFinancials
AAPLApple IncStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
More Details

T Rowe Price Risk Profiles

T Rowe Against Markets

Other Information on Investing in PREFX Mutual Fund

T Rowe financial ratios help investors to determine whether PREFX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PREFX with respect to the benefits of owning T Rowe security.
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