Nasdaq - Delayed Quote USD

T. Rowe Price Financial Services (PRISX)

44.22
-0.90
(-1.99%)
At close: 8:04:21 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • WFA MF Advisory Updated 6.4.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Scottrade TF
  • Morgan Stanley Consulting Group Advisor
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Met Life Resources MFSP Alliance List
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 10.2.23
  • RBC Wealth Management-Wrap Eligible
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • LPL Brokerage Availability - November 2024

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of companies in the financial services industry. Any derivatives that provide exposure to the investment focus suggested by the fund’s name, or to one or more market risk factors associated with the investment focus suggested by the fund’s name, are counted (as applicable) toward compliance with the fund’s 80% investment policy.

Fund Overview

Category Financial
Fund Family T. Rowe Price
Net Assets 1.93B
YTD Return 4.48%
Yield 1.11%
Morningstar Rating
Inception Date Sep 30, 1996

Performance & Risk

YTD Return 5.72%
5y Average Return 18.98%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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