Trowe Price Personal Fund Quote
| PRSIX Fund | USD 20.42 0.08 0.39% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Trowe Price is trading at 20.42 as of the 1st of December 2024; that is 0.39 percent increase since the beginning of the trading day. The fund's open price was 20.34. Trowe Price has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Trowe Price Personal are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests in a diversified portfolio typically consisting of approximately 40 percent of its net assets in stocks 50 percent of its net assets in bonds, money market securities, and cash reserves and 10 percent of its net assets in alternative investments. More on Trowe Price Personal
Moving together with Trowe Mutual Fund
Trowe Mutual Fund Highlights
| Fund Concentration | T. Rowe Price Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, T. Rowe Price (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 23rd of May 2023 |
| Fiscal Year End | May |
Trowe Price Personal [PRSIX] is traded in USA and was established 1st of December 2024. Trowe Price is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of T. Rowe Price family. This fund at this time has accumulated 2.07 B in assets with minimum initial investment of 2.5 K. Trowe Price Personal is currently producing year-to-date (YTD) return of 9.74% with the current yeild of 0.04%, while the total return for the last 3 years was 1.94%.
Check Trowe Price Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Trowe Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Trowe Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Trowe Price Personal Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Trowe Price Personal Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| IEMFX | T Rowe Price | Mutual Fund | Diversified Emerging Mkts | |
| MSFT | Microsoft | Stock | Information Technology | |
| PRIKX | T Rowe Price | Mutual Fund | World Large-Stock Value | |
| PRUUX | Us Treasury Long Term | Mutual Fund | Long Government | |
| RPEIX | T Rowe Price | Mutual Fund | Nontraditional Bond |
Trowe Price Personal Risk Profiles
| Mean Deviation | 0.232 | |||
| Semi Deviation | 0.2596 | |||
| Standard Deviation | 0.3019 | |||
| Variance | 0.0911 |
Trowe Price Against Markets
Other Information on Investing in Trowe Mutual Fund
Trowe Price financial ratios help investors to determine whether Trowe Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Trowe with respect to the benefits of owning Trowe Price security.
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