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Overview of T. Rowe Price Value Fund (TRVLX)

T. Rowe Price Value (TRVLX) a Zacks Ranked #2 (Buy) seeks long-term capital appreciation. TRVLX invests at least 65% of its total assets in common stocks the portfolio manager regards as undervalued.

This All Cap Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Intermediate Bond, Foreign Stock. Further, as of the last filing, GENERAL ELECTRIC CO, PFIZER INC and TYSON FOODS INC were the top holdings for TRVLX.

The T. Rowe Price Value fund, managed by T. Rowe Price, carries an expense ratio of 0.81. Moreover, TRVLX requires a minimal initial investment of $2,500.

TRVLX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.84% and 5 year 10.98%. To see how this fund performed compared in its category, please click here.

TRVLX’s performance, as of the last filing, when compared to funds in its category was in the top 47% in 1 year, top 15% over the past 3 years, and in the 13% over the past 5 years.

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