PRISX Rating, Research - T. Rowe Price Financial Services

T. Rowe Price Financial Services (prisx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 80

Threats + Weaknesses = 44

When strengths & opportunities substantially exceed threats & weaknesses an investment in the prisx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

T. Rowe Price Financial Services (PRISX) Description: PRISX is a mutual fund, which is an investment that owns a basket of assets. The PRISX mutual fund was provided by T.Rowe Price and this investment vehicle derives the majority of its value from equity holdings (stocks). T.Rowe Prices mutual fund has a medium management tenure and is in the average fund size classification. PRISXs minimum initial investment amount is $2500 while the IRA minimum is $1000. PRISXs expense ratio is roughly 1%. The latest PRISXs front end load was 0% and the back end load was 0%. The T. Rowe Price Financial Services (PRISX) mutual fund falls under the financial category. PRISX focuses its investments in USA and PRISX is focused on the financial industry or fund sector. The T. Rowe Price Financial Services (PRISX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PRISXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PRISXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and a modest level of income. The fund normally invests at least 80% of assets in the common stocks (see stock research) of companies in the financial services industry. It may also invest in companies deriving substantial revenues (at least 50%) from conducting business with the industry, such as providers of financial software.

Management Analysis Update

The prisx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update