T. Rowe Price U.S. Large-Cap Core’s longtime manager Jeff Rottinghaus plans to retire on April 1, 2022, leaving the fund to a successor without experience running a diversified charge. That drops the Morningstar Analyst Rating to Neutral from Bronze for all share classes.
Will PAULX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAULX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PAULX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PAULX’s parent organization’s priorities and whether they’re in line with investors’ interests.