T Rowe Price Fund Filter Stocks by Fundamentals
TRZAX Fund | USD 46.74 0.70 1.52% |
T Rowe Price fundamentals help investors to digest information that contributes to T Rowe's financial success or failures. It also enables traders to predict the movement of TRZAX Mutual Fund. The fundamental analysis module provides a way to measure T Rowe's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to T Rowe mutual fund.
TRZAX |
Did you try this?
Run Idea Optimizer Now
Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
All Next | Launch Module |
Fund Asset Allocation for T Rowe
The fund consists of 92.63% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides T Rowe's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
TRZAX Fundamentals
Total Asset | 26.47 B | ||||
Annual Yield | 0.02 % | ||||
One Year Return | (2.26) % | ||||
Three Year Return | 2.98 % | ||||
Five Year Return | 4.14 % | ||||
Ten Year Return | 10.34 % | ||||
Net Asset | 27.48 B | ||||
Cash Position Weight | 7.37 % | ||||
Equity Positions Weight | 92.63 % |
About T Rowe Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze T Rowe Price's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of T Rowe using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of T Rowe Price based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.At least 65 percent of the funds total assets will normally be invested in common stocks that the portfolio manager regards as undervalued. The fund may purchase stocks issued by companies of any size, but typically focuses its investments on large-cap stocks.
Currently Active Assets on Macroaxis
Check out T Rowe Piotroski F Score and T Rowe Altman Z Score analysis. Note that the T Rowe Price information on this page should be used as a complementary analysis to other T Rowe's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for TRZAX Mutual Fund analysis
When running T Rowe's price analysis, check to measure T Rowe's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |