The planned June 2022 retirement of T. Rowe Price Mid-Cap Value’s longtime manager drops its Morningstar Analyst Rating to Neutral from Gold.
T. Rowe Price Mid-Cap Value Adv TAMVX
NAV / 1-Day Return
36.36
/
0.38
%
Total Assets
15.5 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.
1.050%
Expense Ratio
1.050%
Fee Level
Average
Longest Manager Tenure
20.80
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.69%
Turnover
35%
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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 TAMVX 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 TAMVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TAMVX 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 TAMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A new era looms.
