PTKIX Mutual Fund

PTKIX Mutual Fund

NAV$8.18
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Fund Essentials - as of Feb 28, 2026

Net Assets
$2M
Expense Ratio
0.32%
Dividend Yield (Current)
4.88%
Holdings
1,486
Inception Date
Nov 15, 2016
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.29%
1 Year+2.45%
3 Year+3.95%
5 Year-0.77%

Asset Allocation

Stocks: 0.50%
Bonds: 95.92%
Other: 3.57%
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Top Holdings

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TickerNameWeight
PRRXXT. Rowe Price Government Reserve Fund2.49%
T 4 01/31/31United States Treasury Notes 4% 01-31-312.08%
T 4.375 05/15/41United States Treasury Note/Bond 2041-05-152.03%
T 4.375 11/30/30Treasury Note (Otr) 4.38% Nov 30, 20301.52%
-Fannie Mae Pool 0.06% Mar 13/20531.38%
Top 10 Concentration: 15.12%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.88%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

PTKIX Mutual Fund Overview

PTKIX Mutual Fund (T. Rowe Price Total Return Fund Class I) is managed by T.Rowe Price with $2.3M in net assets. PTKIX expense ratio is 0.32%, holding 1486 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2016-11-15.

PTKIX performance shows a YTD return of -0.29%. The 1-year return is 2.45% and the 5-year return is -0.77%. PTKIX dividend yield stands at 4.88%, paid monthly.

PTKIX top holdings include T. Rowe Price Government Reserve Fund (2.5%), United States Treasury Notes 4% 01-31-31 (2.1%), United States Treasury Note/Bond 2041-05-15 (2.0%), Treasury Note (Otr) 4.38% Nov 30, 2030 (1.5%), Fannie Mae Pool 0.06% Mar 13/2053 (1.4%). Go to all PTKIX holdings, PTKIX sectors, or PTKIX dividends.

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