TRVLX – Fund Analysis – T. Rowe Price Value | Morningstar

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Will TRVLX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRVLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the TRVLX 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 TRVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

On the right track, but it’s early.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

T. Rowe Price Value has some promising traits, but a limited sample size makes them difficult to embrace.

by Adam Sabban

Rated on Mar 27, 2024 Published on Mar 27, 2024

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