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T. Rowe Price Lrg Cp Va Inv (TRLUX)

23.83
-0.05
(-0.21%)
At close: 8:02:17 PM EDT
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  • Previous Close 23.88
  • YTD Return 5.55%
  • Expense Ratio 0.70%
  • Category Large Value
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.51B
  • Beta (5Y Monthly) 0.86
  • Yield 1.71%
  • 5y Average Return --
  • Holdings Turnover 32.70%
  • Last Dividend 0.44
  • Inception Date Mar 31, 2000

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) 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 (i) larger than the current median market capitalization of companies in the Russell 1000® Value Index or (ii) larger than the three year average median market capitalization of companies in the index as of December 31 of the three preceding years.

T. Rowe Price

Fund Family

Large Value

Fund Category

3.51B

Net Assets

2000-03-31

Inception Date

Performance Overview: TRLUX

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Trailing returns as of 3/31/2025. Category is Large Value.

YTD Return

TRLUX
5.55%
Category
4.44%
 

1-Year Return

TRLUX
13.71%
Category
14.37%
 

3-Year Return

TRLUX
7.20%
Category
6.04%
 

5-Year Return

TRLUX
12.68%
Category
9.20%
 

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Holdings: TRLUX

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Sector Weightings

SectorTRLUX
Industrials   16.44%
Healthcare   16.09%
Technology   10.77%
Energy   8.98%
Utilities   4.70%
Real Estate   4.36%

Recent News: TRLUX

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Research Reports: TRLUX

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