TRPIX Mutual Fund

TRPIX Mutual Fund

NAV$56.76
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Fund Essentials - as of Jun 30, 2026

Net Assets
$5.8B
Expense Ratio
0.57%
Dividend Yield (Current)
3.89%
Holdings
105
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+19.27%
1 Year+26.14%
3 Year+17.04%
5 Year+10.48%
10 Year+12.25%

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 Corp3.43%
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)
3.89%
Frequency
Annually
Latest Distribution
$5.29
-

Peer Comparison

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

TRPIX Mutual Fund Overview

TRPIX Mutual Fund (T. Rowe Price Value Fund Class I) is managed by T.Rowe Price with $5.76B in net assets. TRPIX expense ratio is 0.57%, holding 105 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-08-28.

TRPIX performance shows a YTD return of 19.27%. The 1-year return is 26.14% and the 5-year return is 10.48%. TRPIX dividend yield stands at 3.89%, paid annually.

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

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