PAULX Mutual Fund
PAULX Mutual Fund
T. Rowe Price US Large-Cap Core Fund Advisor Class
PAULX Mutual Fund Overview
PAULX Mutual Fund (T. Rowe Price US Large-Cap Core Fund Advisor Class) is managed by T.Rowe Price with $10.1M in net assets. PAULX expense ratio is 0.96%, holding 78 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2009-06-26.
PAULX performance shows a YTD return of 7.66%. The 1-year return is 15.40% and the 5-year return is 11.03%. PAULX dividend yield stands at 6.85%, paid annually.
PAULX top holdings include Nvidia Corp (8.1%), Apple Inc (7.3%), Alphabet Inc series C (5.7%), Microsoft Corp 4.100 Feb 06 37 (5.5%), Broadcom Inc (3.1%). View all PAULX holdings, sector breakdown, or dividend history.
PAULX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PAULX alternatives are available via the screener, along with tax-loss harvesting opportunities.