PAULX Mutual Fund

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, Industrials, Communication Services. Inception date: 2009-06-26.

PAULX performance shows a YTD return of 10.27%. The 1-year return is 16.56% and the 5-year return is 10.89%. PAULX dividend yield stands at 6.69%, paid annually.

PAULX top holdings include Nvidia Corp. (8.1%), Apple, Inc (7.3%), Alphabet Inc. C (5.7%), Microsoft Corp (5.5%), Broadcom Inc (3.1%). Go to all PAULX holdings, PAULX sectors, or PAULX dividends.

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