Quantcast

Look at These 4 T. Rowe Price Mutual Funds


Shutterstock photo

T. Rowe Price is a renowned publicly owned investment management firm, headquartered in Baltimore, MD. The company was founded in 1937 by Thomas Rowe Price, Jr. It managed assets worth $1.03 trillion as of Dec 31, 2018, and prides itself in having more than 6,800 associates, including 571 investment professionals.

The company has around 16 offices globally and operates in four continents. It offers a full range of investment planning and guidance tools. The other offerings include mutual funds, sub-advisory services, retirement plans and separate account management for individual clients.

Below we share with you four top-ranked T. Rowe Price mutual funds. Each has earned a  Zacks Mutual Fund Rank #1  (Strong Buy) and is expected to outperform its peers in the future. Investors can  click here to see the complete list of T. Rowe Price funds .

T. Rowe Price Growth & Income  PRGIX seeks long-term growth of capital and income. PRGIX uses bottom-up analysis to invest in both growth and value stocks of companies. To select growth stocks, the fund focuses on companies that are expected to provide above-average growth. T. Rowe Price Growth & Income has three-year annualized returns of 13.3%.

Jeffrey Rottinghaus is the fund manager of PRGIX since 2015.

T. Rowe Price Capital Opportunity PRCOX seeks U.S. common stocks, which are believed to be well positioned for capital appreciation. PRCOX invests a large chunk of its assets in companies that are listed on the S&P 500 index. The fund is expected to maintain company weights similar to the index. T. Rowe Price Capital Opportunity has three-year annualized returns of 15.7%.

As of December 2018, PRCOX held 246 issues with 3.91% of its assets invested in Microsoft Corp.

T. Rowe Price Small-Cap Value Fund No Load PRSVX invests the majority of its assets in companies with market capitalization within the range of the Russell 2000 index. It may also invest in securities of companies located in foreign lands. Further, PRSVX may choose to sell its securities to restrict losses and reallocate assets in other securities with higher prospects. T. Rowe Price Small-Cap Value Fund No Load has three-year annualized returns of 16%.

PRSVX has an expense ratio of 0.78% compared with the category average of 1.16%.

T. Rowe Price Japan  PRJPX seeks capital appreciation for the long run by investing the majority of its assets in securities of companies based in Japan. PRJPX invests in a variety of Japanese companies and industries, irrespective of their size. T. Rowe Price Japan has three-year annualized returns of 13.5%.

As of December 2018, PRJPX held 79 issues, with 3.44% of its assets invested in SoftBank Group Corp.

To view the Zacks Rank and past performance of all T. Rowe Price mutual funds, investors can  click here to see the complete list of T. Rowe Price funds .

Want key mutual fund info delivered straight to your inbox?

Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.  Get it free >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Get Your Free (PRSVX): Fund Analysis Report

Get Your Free (PRGIX): Fund Analysis Report

Get Your Free (PRJPX): Fund Analysis Report

Get Your Free (PRCOX): Fund Analysis Report

To read this article on Zacks.com click here.

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.





This article appears in: Investing , Mutual Funds
Referenced Symbols: PRSVX , PRGIX , PRJPX , PRCOX




More from Zacks.com

Subscribe






Zacks.com
Contributor:

Zacks.com

Equity Research












Research Brokers before you trade

Want to trade FX?