The T. Rowe Price Equity Income strategy, which includes vehicles under other labels run in parallel, as well as an exchange-traded fund and separately managed accounts, remains a decent option for yield-oriented large-value investors. However, lower conviction in its undifferentiated approach leads to a Process downgrade to Average from Above Average.
T. Rowe Price Equity Income ETF TEQI
Morningstar’s Analysis TEQI
Will TEQI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.67 | 31M | Technology |
Amazon.com Inc | 5.93 | 28M | Consumer Cyclical |
Apple Inc | 4.73 | 22M | Technology |
MetLife Inc | 2.27 | 11M | Financial Services |
Intel Corp | 1.89 | 9M | Technology |
TotalEnergies SE | 1.78 | 8M | Energy |
Qualcomm Inc | 1.73 | 8M | Technology |
JPMorgan Chase & Co | 1.73 | 8M | Financial Services |
Southern Co | 1.68 | 8M | Utilities |
Charles Schwab Corp | 1.61 | 8M | Financial Services |