The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Philip Morris International (NYSE:PM), General Electric Company (NYSE:GE), Elevance Health (NYSE:ELV).
The investment seeks to provide long-term capital appreciation by investing in common stocks believed to be undervalued; income is a secondary objective.
At least 65% of the fund's total assets will normally be invested in common stocks that the portfolio manager regards as undervalued. The fund may purchase stocks issued by companies of any size, but typically focuses its investments on large-cap stocks.
The average market capitalization across the T. Rowe Price Value I MF is 303.4B. The market cap for tickers in the group ranges from 36.23B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is ABC at 36.23B.
The average weekly volume growth across all stocks in the T. Rowe Price Value I MF was 11%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 47
Price Growth Rating: 49
SMR Rating: 46
Profit Risk Rating: 29
Seasonality Score: -20 (-100 ... +100)