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TRLUX T. Rowe Price Lrg Cp Va Inv Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), QUALCOMM (NASDAQ:QCOM), Elevance Health (NYSE:ELV), Southern Company (The) (NYSE:SO), American International Group (NYSE:AIG).

Industry description

The investment seeks long-term capital appreciation; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in securities of large-cap companies that the portfolio manager regards as undervalued. The manager defines a large-cap company as having a market capitalization that, at the time of purchase, is either (i) larger than the current median market capitalization of companies in the Russell 1000® Value Index or (ii) larger than the three year average median market capitalization of companies in the index as of December 31 of the three preceding years.

Market Cap

The average market capitalization across the T. Rowe Price Lrg Cp Va Inv MF is 162.37B. The market cap for tickers in the group ranges from 46.85B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is LHX at 46.85B.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Lrg Cp Va Inv MF was 12%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 53
Price Growth Rating: 46
SMR Rating: 55
Profit Risk Rating: 30
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
T. Rowe Price Institutional Equity Funds100 East Pratt StreetBaltimore
Phone
(410) 345-2000
Web
www.troweprice.com
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TRLUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TRLUX has been closely correlated with VVIAX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRLUX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRLUX
1D Price
Change %
TRLUX100%
+0.11%
VVIAX - TRLUX
82%
Closely correlated
-0.39%
VIVIX - TRLUX
82%
Closely correlated
-0.38%
VIVAX - TRLUX
82%
Closely correlated
-0.38%
DOXGX - TRLUX
81%
Closely correlated
-0.70%
RMEBX - TRLUX
79%
Closely correlated
-0.88%
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