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 161.55B. The market cap for tickers in the group ranges from 41.43B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is LHX at 41.43B.
Volume
The average weekly volume growth across all stocks in the T. Rowe Price Lrg Cp Va Inv MF was 7%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 7%
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: 57
Price Growth Rating: 57
SMR Rating: 55
Profit Risk Rating: 39
Seasonality Score: 20 (-100 ... +100)