Trp equity index 500
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T. Rowe Price Equity Index 500 Portfolio
Alexa Gagliardi is a portfolio manager in the U. Portfolio Modeling Group of T. Rowe Price. She is the chairman of the Investment Advisory Committees of the U. Equity Index Strategies. Gagliardi is a vice president of T. Rowe Price Associates, Inc. See disclaimer at bottom of page for more information. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes.
It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and year if applicable Morningstar Rating metrics. Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results.
Share price, principal value, and return will vary and you may have a gain or loss when you sell your shares. Average annual total return figures include changes in principal value, reinvested dividends, and capital gain distributions. The gross expense ratio reflects the fund expenses as stated in the fee table of the fund's prospectus prior to the deduction of any waiver or reimbursement. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement.
If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Expense ratios are as of the most recent prospectus. For a complete list of the members of the fund's Investment Advisory Committee, please refer to the fund's prospectus. Minimum is generally waived for intermediaries, certain retirement plans, and certain institutional client accounts.
Figures are calculated using monthly data and are net of fees. Past performance cannot guarantee future results. Please note that holdings are released 15 days after the period end. From time to time, certain securities held may not be listed. This is done to prevent potential harm to the portfolio while the manager completes a buying or selling program in those securities. Client liaisons are available Monday-Thursday from 8 a.
ET and Friday from 8 a. All Rights Reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Number of years managing the fund. In the case of co-portfolio management, the longer tenure is displayed. This content is restricted for Institutional Investors use only. We were not able to validate your status as an Institutional Investor with the information you provided at registration.
Filter By: U. View all U. View all Target Date 88 Retirement 52 Target Morningstar Category. Morningstar Overall Rating 1. Fund Manager Tenure 2. Net Assets 3 USD. Price USD. Alexa Gagliardi , Portfolio Manager. Investment Objective The fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization U.
Morningstar Equity Style Large Blend. Expense Ratio Gross 0. Monthly YTD One Month Three Months Largest US Stock Other View complete Asset Allocation.
Largest Holding Microsoft 5. Other View complete Full Holdings. Top 10 Holdings Purchase Microsoft 5. Was 4. Sale JPMorgan Chase 1. Was 1. Largest Sector Information Technology Other View complete Sector Diversification. Under Information Technology By Fund Benchmark Expenses are lower than the average actively managed fund, and lower expenses can increase total return.
Lower turnover should mean smaller capital gain distributions, which can raise after-tax returns. Stocks can decline for many reasons, including adverse political or economic developments here or abroad, changes in investor psychology, or heavy institutional selling.
Actively managed funds may outperform this fund. Investor Profile For investors seeking capital appreciation over time who can accept the risk of loss inherent in common stock investing. Appropriate for both regular and tax-deferred accounts, such as IRAs. Deviation Bancorp 0. Rowe Price Group 0. Brands 0. Gallagher 0. Smucker 0. Horton 0.
Grainger 0. Robinson Worldwide 0. Hunt Transport Services 0. Berkley 0. Smith 0. Numbers may not total due to rounding; all numbers are percentages. The information shown does not reflect any ETFs that may be held in the portfolio. N New position.
E Eliminated. Sector Diversification. Calendar Year Monthly Distributions. Calendar Year Performance. Fund Benchmark Annual Report. Monthly Performance. Fund Benchmark. Financial Advisors Client liaisons are available Monday-Thursday from 8 a.
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T. Rowe Price Equity Index is one of the best large-cap U.S. stock funds available. The S&P , which it tracks, effectively diversifies risk and has proven. T. Rowe Price Equity Index Fund (PREIX). Nasdaq - Nasdaq Delayed Price. Currency in USD.
Alexa Gagliardi is a portfolio manager in the U. Portfolio Modeling Group of T. Rowe Price. She is the chairman of the Investment Advisory Committees of the U.
Rowe Price Equity Index Fund.
The views and opinions in this report were current as of June 30, They are not guarantees of performance or investment results and should not be taken as investment advice.
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PREIX - T. Rowe Price Equity Index 500
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