PAVLX Mutual Fund

PAVLX Mutual Fund

NAV$56.53
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Fund Essentials - as of Jun 30, 2026

Net Assets
$212M
Expense Ratio
0.94%
Dividend Yield (Current)
3.63%
Holdings
105
Inception Date
Mar 31, 2000
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+18.03%
1 Year+25.67%
3 Year+16.60%
5 Year+10.07%
10 Year+11.82%

Asset Allocation

Stocks: 99.76%
Cash: 0.01%
Other: 0.23%
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Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc5.49%
AAPLApple, Inc5.29%
MSFTMicrosoft Corp 4.100 Feb 06 373.43%
JPMJpmorgan Chase3.37%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.80%
Top 10 Concentration: 31.18%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.63%
Frequency
Annually
Latest Distribution
$5.06
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Peer Comparison

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

PAVLX Mutual Fund Overview

PAVLX Mutual Fund (T. Rowe Price Value Fund ADVISOR CLASS) is managed by T.Rowe Price with $211.6M in net assets. PAVLX expense ratio is 0.94%, holding 105 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-03-31.

PAVLX performance shows a YTD return of 18.03%. The 1-year return is 25.67% and the 5-year return is 10.07%. PAVLX dividend yield stands at 3.63%, paid annually.

PAVLX top holdings include Amazon.Com Inc (5.5%), Apple, Inc (5.3%), Microsoft Corp 4.100 Feb 06 37 (3.4%), Jpmorgan Chase (3.4%), Berkshire Hathaway Inc Brk/B Us Equity (2.8%). Go to all PAVLX holdings, PAVLX sectors, or PAVLX dividends.

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