Morningstar

T. Rowe Price Small-Cap Value PRSVX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 57.25  /  +1.04 %
  • Total Assets 10.7 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.55%
  • Turnover 28%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis PRSVX

Will PRSVX 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 PRSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A good bounceback candidate.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite having endured a subpar stretch, T. Rowe Price Small Cap Value is still a good long-term option because of its strong research team, experienced portfolio manager, and reliable investment process.

by Adam Sabban
Rated on Published on

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Portfolio Holdings PRSVX

More PRSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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