T. Rowe Price Equity Income’s value bent invites more volatility than might be expected at times, but it retains its long-term appeal. Its share classes earn a Morningstar Analyst Rating of Silver or Bronze, depending on fees.
T. Rowe Price Equity Income Advisor PAFDX
NAV / 1-Day Return
25.66
/
0.27
%
Total Assets
14.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
Above Average
Longest Manager Tenure
4.69
years
Category
US Fund Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
2.42%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PAFDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAFDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PAFDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PAFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Worth sticking with.
