T Rowe is trading at 47.24 as of the 16th of February 2025; that is 0.15% down since the beginning of the trading day. The fund's open price was 47.31. T Rowe has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
At least 65 percent of the funds total assets are normally be invested in common stocks that the portfolio manager regards as undervalued. The fund may purchase stocks issued by companies of any size, but typically focuses its investments on large-cap stocks. More on T Rowe Price
T Rowe Price [TRVLX] is traded in USA and was established 16th of February 2025. 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. This fund at this time has accumulated 27.83 B in assets with minimum initial investment of 2.5 K. T Rowe Price is currently producing year-to-date (YTD) return of 5.97% with the current yeild of 0.01%, while the total return for the last 3 years was 8.75%.
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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 TRVLX 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 TRVLX 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.
Other Information on Investing in TRVLX Mutual Fund
T Rowe financial ratios help investors to determine whether TRVLX 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 TRVLX with respect to the benefits of owning T Rowe security.