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Morningstar

T. Rowe Price Total Equity Market Idx POMIX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 49.79  /  0.46 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.22%
  • Turnover 5%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis POMIX

Will POMIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the POMIX 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 POMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin T. Rowe Price Total Equity Market Idx's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings POMIX

More POMIX Holdings
  • Current Portfolio Date
  • Equity Holdings 1193
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.98
121,391,657
Technology

Microsoft Corp

5.57
113,185,324
Technology

Amazon.com Inc

2.73
55,456,990
Consumer Cyclical

NVIDIA Corp

2.58
52,445,439
Technology

Alphabet Inc Class A

1.86
37,796,032
Communication Services

Tesla Inc

1.64
33,278,259
Consumer Cyclical

Meta Platforms Inc Class A

1.60
32,502,836
Communication Services

Alphabet Inc Class C

1.59
32,351,639
Communication Services

Berkshire Hathaway Inc Class B

1.49
30,168,537
Financial Services

UnitedHealth Group Inc

1.14
23,222,487
Healthcare