TRLUX Mutual Fund

TRLUX Mutual Fund

NAV$28.16
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.70%
Dividend Yield (Current)
10.50%
Holdings
82
Inception Date
May 1, 2020
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+21.29%
1 Year+31.53%
3 Year+15.98%
5 Year+10.89%
10 Year+11.21%

Asset Allocation

Stocks: 96.92%
Other: 3.07%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc. C3.64%
COPConocophillips Common Stock USD 0.013.51%
SCHWSchwab Strategic T2.95%
CSXCsx Corp.2.71%
CBChubb Ltd Common Stock Usd 24.152.61%
Top 10 Concentration: 26.57%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.50%
Frequency
Annually
Latest Distribution
$1.87
-

Peer Comparison

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

TRLUX Mutual Fund Overview

TRLUX Mutual Fund (T. Rowe Price Large-Cap Value Fund Investor Class) is managed by T.Rowe Price. TRLUX expense ratio is 0.70%, holding 82 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-05-01.

TRLUX performance shows a YTD return of 21.29%. The 1-year return is 31.53% and the 5-year return is 10.89%. TRLUX dividend yield stands at 10.50%, paid annually.

TRLUX top holdings include Alphabet Inc. C (3.6%), Conocophillips Common Stock USD 0.01 (3.5%), Schwab Strategic T (3.0%), Csx Corp. (2.7%), Chubb Ltd Common Stock Usd 24.15 (2.6%). Go to all TRLUX holdings, TRLUX sectors, or TRLUX dividends.

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