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 79 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2009-06-26.

PAULX performance shows a YTD return of 13.11%. The 1-year return is 17.79% and the 5-year return is 10.90%. PAULX dividend yield stands at 6.52%, paid annually.

PAULX top holdings include Nvidia Corp (7.4%), Apple, Inc (7.4%), Alphabet Inc. C (6.7%), Microsoft Corp (4.5%), Broadcom Inc (3.6%). 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.