|
|
| 9.45 Net Asset Value | -0.32% 1 Day | +1.61% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.62% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.59% | 3 years | +3.71% | |
| 3 months | +1.48% | 5 years | +5.82% | |
| 1 year | -0.79% | Since inception | +7.37% |
| PRCIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.82% | +6.61% |
| Expense ratio | 0.62% | 0.90% |
| Risk 5 year sharpe ratio | 1.88 | 1.88 |
| Net assets | $23.5B | $3.3B |
| Average market cap | $8.1B | $28.1B |
| Average P/E | -- | 16.7 |
| Portfolio turnover | 131% | 131% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | Daniel Shackelford / 11 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Fixed income | 93.28% |
| Cash | 6.66% |
| Other | 0.03% |
| U.S. stock | 0.02% |
| International stock | 0.01% |
| Consumer goods | 39.27% |
| Telecommunication | 22.94% |
| Financial service | 21.78% |
| Consumer service | 8.25% |
| Energy | 7.76% |
| -- US Treasury Note 0.875% | 3.77% |
| -- US Treasury Note 0.625% | 3.39% |
| -- US Treasury Bond 3.125% | 2.53% |
| -- US Treasury Note 2.625% | 2.02% |
| TRHYX T. Rowe Price Instl High Yield | 1.65% |
| RPIFX T. Rowe Price Instl Floating Rate | 1.48% |
| -- US Treasury Bond 4.625% | 1.29% |
| -- US Treasury Note 1.25% | 1.16% |
| -- United Kingdom (Government Of) 1.25% | 1.04% |
| -- FNMA 4.5% TBA | 1.03% |
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