T Rowe Price Fund Quote
PEXMX Fund | USD 38.26 0.46 1.22% |
Performance24 of 100
| Odds Of DistressLess than 13
|
T Rowe is trading at 38.26 as of the 5th of December 2024; that is 1.22 percent increase since the beginning of the trading day. The fund's open price was 37.8. T Rowe has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for T Rowe Price are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of December 2022 and ending today, the 5th of December 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in stocks that are included in its benchmark index. The index is a sub-index of the SP Total Market Index and consists of all constituents in the SP Total Market Index that are not also constituents of the SP 500. More on T Rowe Price
Moving together with PEXMX Mutual Fund
Moving against PEXMX Mutual Fund
PEXMX Mutual Fund Highlights
Fund Concentration | T. Rowe Price Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, T. Rowe Price (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
T Rowe Price [PEXMX] is traded in USA and was established 5th of December 2024. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of T. Rowe Price family. This fund at this time has accumulated 892.5 M in assets with minimum initial investment of 2.5 K. T Rowe Price is currently producing year-to-date (YTD) return of 25.66% with the current yeild of 0.01%, while the total return for the last 3 years was 4.6%.
Check T Rowe Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PEXMX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PEXMX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as T Rowe Price Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top T Rowe Price Mutual Fund Constituents
UBER | Uber Technologies | Stock | Industrials | |
PANW | Palo Alto Networks | Stock | Information Technology | |
LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
ZM | Zoom Video Communications | Stock | Information Technology | |
SQ | Block Inc | Stock | Industrials | |
CE | Celanese | Stock | Materials | |
AMTD | AMTD IDEA Group | Stock | Financials | |
SNAP | Snap Inc | Stock | Communication Services |
T Rowe Price Risk Profiles
Mean Deviation | 0.7569 | |||
Semi Deviation | 0.453 | |||
Standard Deviation | 1.04 | |||
Variance | 1.08 |
T Rowe Against Markets
Other Information on Investing in PEXMX Mutual Fund
T Rowe financial ratios help investors to determine whether PEXMX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PEXMX with respect to the benefits of owning T Rowe security.
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