T. Rowe Price Mid-Cap Value will reopen to new investors who invest directly with T. Rowe Price on June 5, 2020. All share classes retain a Gold Morningstar Analyst Rating.
T. Rowe Price Mid-Cap Value TRMCX
NAV / 1-Day Return
26.88
/
1.01
%
Total Assets
11.8 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.
0.780%
Expense Ratio
0.780%
Fee Level
Below Average
Longest Manager Tenure
19.60
years
Category
US Fund Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.54%
Turnover
32%
Premium
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 TRMCX 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 TRMCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TRMCX 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 TRMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
T. Rowe Price Mid-Cap Value to Reopen to New Investors After a Decade, Ratings Unchanged
