T Rowe Price Fund Quote
| PREFX Fund | USD 75.02 0.67 0.89% |
Performance6 of 100
| Odds Of DistressLess than 21
|
T Rowe is trading at 75.02 as of the 2nd of January 2025; that is 0.89 percent decrease since the beginning of the trading day. The fund's open price was 75.69. T Rowe has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of December 2024 and ending today, the 2nd of January 2025. Click here to learn more.
The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics a demonstrated ability to consistently increase revenues, earnings, and cash flow strong management attractive business niches and a sustainable competitive advantage.. More on T Rowe Price
Moving together with PREFX Mutual Fund
Moving against PREFX Mutual Fund
PREFX Mutual Fund Highlights
| Fund Concentration | T. Rowe Price Funds, Large Growth Funds, Large Growth, T. Rowe Price (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
T Rowe Price [PREFX] is traded in USA and was established 2nd of January 2025. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Large Growth category and is part of T. Rowe Price family. This fund at this time has accumulated 832.07 M in assets with minimum initial investment of 2.5 K. T Rowe Price is currently producing year-to-date (YTD) return of 35.04%, while the total return for the last 3 years was 8.31%.
Check T Rowe Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PREFX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PREFX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as T Rowe Price Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top T Rowe Price Mutual Fund Constituents
| FIS | Fidelity National Information | Stock | Financials | |
| BLK | BlackRock | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| NFLX | Netflix | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
T Rowe Price Risk Profiles
| Mean Deviation | 0.7412 | |||
| Semi Deviation | 1.11 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 |
T Rowe Against Markets
Other Information on Investing in PREFX Mutual Fund
T Rowe financial ratios help investors to determine whether PREFX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PREFX with respect to the benefits of owning T Rowe security.
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