TRTZX Mutual Fund

TRTZX Mutual Fund

NAV$39.27
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.05%
Dividend Yield (Current)
5.19%
Holdings
133
Inception Date
Mar 16, 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+20.73%
1 Year+29.36%
3 Year+16.50%
5 Year+13.25%
10 Year+12.05%

Asset Allocation

Stocks: 93.68%
Bonds: 1.97%
Other: 4.34%
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Top Holdings

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TickerNameWeight
PRRXXT. Rowe Price Government Reserve Fund2.23%
GLWCorning Inc.1.83%
AAPAdvance Auto Parts Inc.1.53%
SAROStandardaero Inc1.51%
CPAYCorpay Inc1.44%
Top 10 Concentration: 15.61%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.19%
Frequency
Annually
Latest Distribution
$3.35
-

Peer Comparison

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

TRTZX Mutual Fund Overview

TRTZX Mutual Fund (T. Rowe Price Mid-Cap Value Fund Class Z) is managed by T.Rowe Price. TRTZX expense ratio is 0.05%, holding 133 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2020-03-16.

TRTZX performance shows a YTD return of 20.73%. The 1-year return is 29.36% and the 5-year return is 13.25%. TRTZX dividend yield stands at 5.19%, paid annually.

TRTZX top holdings include T. Rowe Price Government Reserve Fund (2.2%), Corning Inc. (1.8%), Advance Auto Parts Inc. (1.5%), Standardaero Inc (1.5%), Corpay Inc (1.4%). Go to all TRTZX holdings, TRTZX sectors, or TRTZX dividends.

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