T. Rowe Price Equity Index 500 offers diversified, low-turnover exposure to the U.S. large-cap market and sports an attractive price tag. The S&P 500 index, which it tracks, is representative of the investment opportunity set in the large-blend Morningstar Category. The strategy’s competitive expense ratio gives it a durable edge over its category peers. Its oldest share class earns a Morningstar Analyst Rating of Silver, while its I and Z share classes receive Gold ratings thanks to their lower fees.
Will PREIX 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 PREIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PREIX 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 PREIX’s parent organization’s priorities and whether they’re in line with investors’ interests.