PRVIX Mutual Fund

PRVIX Mutual Fund

NAV$62.67
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.67%
Dividend Yield (Current)
10.13%
Holdings
319
Inception Date
Aug 28, 2015
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+19.55%
1 Year+31.96%
3 Year+13.58%
5 Year+7.14%
10 Year+11.30%

Asset Allocation

Stocks: 97.84%
Bonds: 0.17%
Other: 1.99%
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Top Holdings

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TickerNameWeight
PNFPPinnacle Financial Partners2.02%
COLBColumbia Banking System Inc Common Stock1.76%
MTDRMatador Resources Co1.40%
VIAVViavi Solutions Inc1.28%
TCBIPTexas Capital Bancshares, Inc., Series A, Pfd.1.11%
Top 10 Concentration: 12.54%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.13%
Frequency
Annually
Latest Distribution
$4.41
-

Peer Comparison

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

PRVIX Mutual Fund Overview

PRVIX Mutual Fund (T. Rowe Price Small Cap Value Fund, Inc Class I) is managed by T.Rowe Price. PRVIX expense ratio is 0.67%, holding 319 positions across sectors including Financials, Industrials, Health Care. Inception date: 2015-08-28.

PRVIX performance shows a YTD return of 19.55%. The 1-year return is 31.96% and the 5-year return is 7.14%. PRVIX dividend yield stands at 10.13%, paid annually.

PRVIX top holdings include Pinnacle Financial Partners (2.0%), Columbia Banking System Inc Common Stock (1.8%), Matador Resources Co (1.4%), Viavi Solutions Inc (1.3%), Texas Capital Bancshares, Inc., Series A, Pfd. (1.1%). Go to all PRVIX holdings, PRVIX sectors, or PRVIX dividends.

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