T. Rowe Price Equity Income ETF TEQI

Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis TEQI

Will TEQI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Downgraded, but still a decent option for equity income.

Analyst Drew Carter

Drew Carter

Analyst

Summary

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.

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Portfolio Holdings TEQI

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.37 30M
Technology

Amazon.com Inc

5.92 28M
Consumer Cyclical

Apple Inc

4.35 21M
Technology

MetLife Inc

2.21 10M
Financial Services

Charles Schwab Corp

1.81 9M
Financial Services

JPMorgan Chase & Co

1.79 8M
Financial Services

TotalEnergies SE

1.78 8M
Energy

Southern Co

1.72 8M
Utilities

ConocoPhillips

1.62 8M
Energy

Citigroup Inc

1.61 8M
Financial Services

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