| 43.87 Net Asset Value | +0.87% 1 Day | +14.24% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.28% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.57% | 3 years | +17.26% | |
| 3 months | +5.75% | 5 years | +5.71% | |
| 1 year | +25.88% | Since inception | +8.99% |
| PREIX | Category | |
|---|---|---|
| Performance 5-yr return | +5.71% | +4.80% |
| Expense ratio | 0.28% | 1.18% |
| Risk 5 year sharpe ratio | 0.35 | 0.30 |
| Net assets | $17.5B | $2.7B |
| Average market cap | $57.9B | $57.0B |
| Average P/E | 16.6 | 16.4 |
| Portfolio turnover | 8% | 8% |
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 | E. Bair / 10 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.43% |
| Energy | 12.42% |
| Industrial materials | 12.18% |
| Healthcare | 11.11% |
| Hardware | 9.24% |
| AAPL Apple Inc | 2.92% |
| XOM Exxon Mobil Corporation | 2.83% |
| GE General Electric Co | 1.69% |
| CVX Chevron Corp | 1.62% |
| JNJ Johnson & Johnson | 1.60% |
| IBM International Business Machines Corp | 1.56% |
| MSFT Microsoft Corporation | 1.51% |
| GOOG Google, Inc. Class A | 1.49% |
| PG Procter & Gamble Co | 1.48% |
| PFE Pfizer Inc | 1.45% |
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