TRIZX Mutual Fund

TRIZX Mutual Fund

NAV$9.10
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Fund Essentials - as of Feb 28, 2026

Net Assets
$1.6B
Expense Ratio
0.02%
Dividend Yield (Current)
6.91%
Holdings
323
Inception Date
Mar 16, 2020
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.18%
1 Year+5.29%
3 Year+8.11%
5 Year+6.77%
10 Year+5.38%

Asset Allocation

Stocks: 0.51%
Bonds: 82.84%
Other: 16.65%
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Top Holdings

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TickerNameWeight
PRRXXT. Rowe Price Government Reserve Fund8.35%
-Buoni Poliennali Del Tes Sr Unsecured 144A Regs 02/46 21.68%
EGLPT L 05/30/31 13Epicor Software Corporation 2024 Term Loan 1.00 2031-05-231.52%
APPSYS L 02/24/31 14Applied Systems, Inc.-Ini 0.00 02/24/20311.42%
TIHLLC L 05/06/32 1Truist Insurance Holdings, Llc 0 03/08/20321.42%
Top 10 Concentration: 20.71%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
6.91%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

TRIZX Mutual Fund Overview

TRIZX Mutual Fund (T. Rowe Price Floating Rate Fund Class Z) is managed by T.Rowe Price with $1.60B in net assets. TRIZX expense ratio is 0.02%, holding 323 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-03-16.

TRIZX performance shows a YTD return of 2.18%. The 1-year return is 5.29% and the 5-year return is 6.77%. TRIZX dividend yield stands at 6.91%, paid monthly.

TRIZX top holdings include T. Rowe Price Government Reserve Fund (8.3%), Buoni Poliennali Del Tes Sr Unsecured 144A Regs 02/46 2 (1.7%), Epicor Software Corporation 2024 Term Loan 1.00 2031-05-23 (1.5%), Applied Systems, Inc.-Ini 0.00 02/24/2031 (1.4%), Truist Insurance Holdings, Llc 0 03/08/2032 (1.4%). Go to all TRIZX holdings, TRIZX sectors, or TRIZX dividends.

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