TRVLX Rating, Research - T. Rowe Price Value

T. Rowe Price Value (trvlx)

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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 = 99

Threats + Weaknesses = 73

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

Fund Management Team

Fund Description Update

T. Rowe Price Value (TRVLX) Description: TRVLX is a mutual fund, which is an investment that owns a basket of assets. The TRVLX 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 short management tenure and is in the large fund size classification. TRVLXs minimum initial investment amount is $2500 while the IRA minimum is $1000. TRVLXs expense ratio is roughly 1%. The latest TRVLXs front end load was 0% and the back end load was 0%. The T. Rowe Price Value (TRVLX) mutual fund falls under the large-cap value category. TRVLX focuses its investments in USA and TRVLX is not affiliated with a particular industry or fund sector. The T. Rowe Price Value (TRVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TRVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TRVLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation; income is a secondary consideration. The fund invests at least 65% of assets in common stocks (see stock research) the fund manager regards as undervalued. Holdings are expected to consist primarily of large-cap stocks (see stock research), but may also include mid-cap and small-cap companies. It will invest most assets in U.S. common stocks (see stock research), but may also purchase other securities, including foreign stocks (see stock research), futures, and options, in keeping with fund objectives.

Management Analysis Update

Performance Analysis Update