T Rowe Price Fund Quote
| TRLUX Fund | USD 26.65 0.16 0.60% |
Performance10 of 100
| Odds Of DistressLess than 19
|
T Rowe is trading at 26.65 as of the 27th of November 2024; that is 0.6 percent decrease since the beginning of the trading day. The fund's open price was 26.81. T Rowe has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund will normally invest at least 80 percent of its net assets in securities of large-cap companies that the portfolio manager regards as undervalued. The manager defines a large-cap company as having a market capitalization that, at the time of purchase, is either larger than the current median market capitalization of companies in the Russell 1000 Value Index or larger than the three year average median market capitalization of companies in the index as of December 31 of the three preceding years.. More on T Rowe Price
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Moving against TRLUX Mutual Fund
TRLUX Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | T. Rowe Price Funds, Large Value Funds, Large Value Funds, Large Value, T. Rowe Price, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
T Rowe Price [TRLUX] is traded in USA and was established 27th of November 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Large Value category and is part of T. Rowe Price family. The entity is thematically classified as Large Value Funds. T Rowe Price at this time has accumulated 3.35 B in assets with no minimum investment requirements with the current yeild of 0.02%, while the total return for the last 3 years was 1.12%.
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 TRLUX 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 TRLUX 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
| AIG | American International Group | Stock | Financials | |
| AMAT | Applied Materials | Stock | Information Technology | |
| CB | Chubb | Stock | Financials | |
| DD | Dupont De Nemours | Stock | Materials | |
| GE | GE Aerospace | Stock | Industrials | |
| IP | International Paper | Stock | Materials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
T Rowe Price Risk Profiles
| Mean Deviation | 0.4992 | |||
| Semi Deviation | 0.3598 | |||
| Standard Deviation | 0.6376 | |||
| Variance | 0.4065 |
T Rowe Against Markets
Other Information on Investing in TRLUX Mutual Fund
T Rowe financial ratios help investors to determine whether TRLUX 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 TRLUX with respect to the benefits of owning T Rowe security.
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