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Morningstar

T. Rowe Price Mid-Cap Value TRMCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 31.05  /  0.36 %
  • Total Assets 14.0 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.79%
  • Turnover 25%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TRMCX

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.

On to its next chapter.

Senior Analyst

Summary

| by Adam Sabban

T. Rowe Price Mid-Cap Value earns a Morningstar Analyst Rating of Neutral because it has a new and untested manager.

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