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T. Rowe Price U.S. Equity Research Adv PACOX

Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 48.96  /  0.71 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.86%
  • Turnover 45%

Morningstar’s Analysis PACOX

Will PACOX outperform in future?

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

A sound investment process and strong management team underpin T. Rowe Price U.S. Equity Research Adv's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings PACOX

  • Current Portfolio Date
  • Equity Holdings 304
  • Bond Holdings 1
  • Other Holdings 3
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.20
770,168,276
Technology
6.81
728,324,817
Technology
3.55
379,314,260
Consumer Cyclical
3.40
363,283,488
Technology
2.34
250,397,237
Communication Services
2.04
218,260,585
Communication Services
1.64
175,940,985
Consumer Cyclical
1.60
170,753,983
Communication Services
1.58
169,152,309
Healthcare
1.40
149,473,689
Technology