PAFDX Mutual Fund

PAFDX Mutual Fund

NAV$45.54
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Fund Essentials - as of Mar 31, 2026

Net Assets
$154M
Expense Ratio
0.98%
Dividend Yield (Current)
1.99%
Holdings
126
Inception Date
Mar 31, 2000
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+17.54%
1 Year+27.58%
3 Year+15.33%
5 Year+10.95%
10 Year+11.78%

Asset Allocation

Stocks: 98.29%
Other: 1.70%
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Top Holdings

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TickerNameWeight
SOSouthern Co.2.16%
TTEF:PATotalenergies Se Common Stock Eur 2.52.00%
SSNLF:KRSamsung Electronics Co Ltd1.99%
METMetlife Inc.1.90%
COPConocophillips Common Stock USD 0.011.89%
Top 10 Concentration: 18.67%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.99%
Frequency
Quarterly
Latest Distribution
$2.68
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PAFDX Mutual Fund Overview

PAFDX Mutual Fund (T. Rowe Price Equity Income Fund Advisor Class) is managed by T.Rowe Price with $153.7M in net assets. PAFDX expense ratio is 0.98%, holding 126 positions across sectors including Financials, Industrials, Health Care. Inception date: 2000-03-31.

PAFDX performance shows a YTD return of 17.54%. The 1-year return is 27.58% and the 5-year return is 10.95%. PAFDX dividend yield stands at 1.99%, paid quarterly.

PAFDX top holdings include Southern Co. (2.2%), Totalenergies Se Common Stock Eur 2.5 (2.0%), Samsung Electronics Co Ltd (2.0%), Metlife Inc. (1.9%), Conocophillips Common Stock USD 0.01 (1.9%). Go to all PAFDX holdings, PAFDX sectors, or PAFDX dividends.

PAFDX can be compared against other funds. Use PAFDX overlap to find shared positions, or PAFDX vs another fund for a side-by-side view. PAFDX alternatives are available via the screener, along with tax-loss harvesting opportunities.