T. Rowe Price Equity Income’s pedigreed team skillfully executes a balanced approach to equity income investing, earning a Morningstar Analyst Rating of Silver for most of its share classes, while the pricier R share class gets a Bronze.
Will PRFDX 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 PRFDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PRFDX 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 PRFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.