TRZAX Mutual Fund

TRZAX Mutual Fund

NAV$58.68
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
-
Dividend Yield (Current)
4.40%
Holdings
105
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+19.67%
1 Year+26.87%
3 Year+17.71%
5 Year+11.13%
10 Year+12.61%

Asset Allocation

Stocks: 98.32%
Other: 1.68%
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Top Holdings

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TickerNameWeight
JPMJpmorgan Chase3.25%
KEYSKeysight Technologies Inc.3.16%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity2.88%
DEDeere & Co Sedol 22612032.61%
COPConocophillips Common Stock USD 0.012.36%
Top 10 Concentration: 23.75%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.40%
Frequency
Annually
Latest Distribution
$5.54
-

Peer Comparison

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

TRZAX Mutual Fund Overview

TRZAX Mutual Fund (T. Rowe Price Value Fund Class Z) is managed by T.Rowe Price. holding 105 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2020-03-16.

TRZAX performance shows a YTD return of 19.67%. The 1-year return is 26.87% and the 5-year return is 11.13%. TRZAX dividend yield stands at 4.40%, paid annually.

TRZAX top holdings include Jpmorgan Chase (3.3%), Keysight Technologies Inc. (3.2%), Berkshire Hathaway Inc Brk/B Us Equity (2.9%), Deere & Co Sedol 2261203 (2.6%), Conocophillips Common Stock USD 0.01 (2.4%). Go to all TRZAX holdings, TRZAX sectors, or TRZAX dividends.

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