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T. Rowe Price Equity Income Fund (REIPX)

35.58
-0.45
(-1.25%)
At close: March 28 at 8:02:07 PM EDT
Loading Chart for REIPX
  • Previous Close 36.03
  • YTD Return 5.64%
  • Expense Ratio 0.56%
  • Category Large Value
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 17.54B
  • Beta (5Y Monthly) 0.86
  • Yield 2.00%
  • 5y Average Return --
  • Holdings Turnover 21.40%
  • Last Dividend 0.12
  • Inception Date Sep 30, 2002

The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in common stocks listed in the United States, with an emphasis on large-cap stocks that have a strong track record of paying dividends or that are believed to be undervalued. The adviser generally seeks investments in large-capitalization companies and the fund's yield, which reflects the level of dividends paid by the fund, is expected to normally exceed the yield of the Russell 1000® Value Index.

T. Rowe Price

Fund Family

Large Value

Fund Category

17.54B

Net Assets

2002-09-30

Inception Date

Performance Overview: REIPX

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Trailing returns as of 3/28/2025. Category is Large Value.

YTD Return

REIPX
5.64%
Category
4.44%
 

1-Year Return

REIPX
14.04%
Category
14.37%
 

3-Year Return

REIPX
7.59%
Category
6.04%
 

5-Year Return

REIPX
13.01%
Category
9.20%
 

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Holdings: REIPX

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Sector Weightings

SectorREIPX
Healthcare   15.91%
Industrials   12.53%
Technology   10.62%
Energy   9.22%
Utilities   6.55%
Real Estate   4.00%

Recent News: REIPX

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Research Reports: REIPX

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