Back to top
more

T. Rowe Price U.s. Equity Research Fund Class R: (MF: RRCOX)

(NASDAQ Mutual Funds) As of Sep 22, 2023 08:00 PM ET

$41.68 USD

-0.07 (-0.17%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2023

Total Return %* Percentile Rank Objective
YTD 20.91 25
3 months 8.39 46
6 months 16.03 22
1 Year 17.35 23
3 Year 10.40 31
5 Year 10.92 17
10 Year 12.46 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.27
Bull Market (2/09 - 3/21) 674.47

Load Adjusted Returns as of Aug 31, 2023

1 Year 20.59
5 Year 11.89
10 Year 12.48
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 8.07 9.71 NA NA
2022 -4.90 -16.61 -4.78 6.80
2021 5.32 8.57 0.55 10.57
2020 -19.96 20.43 9.07 13.24
2019 14.28 4.17 1.43 9.08
2018 -0.38 3.44 6.88 -13.94

Annual Return

20232022202120202019201820172016201520142013
% Total Return 20.91-19.3627.1519.0631.73-5.2123.049.552.3011.5731.87
% Total Return Rel to Index 2.21-1.15-1.530.650.24-0.821.24-2.380.91-2.06-0.50
% Total Return Rel to Peer 5.420.335.09-0.853.301.642.361.733.903.371.17
% Perf Quintile vs Peer* 2.003.002.003.002.003.003.003.002.002.004.00
% Dividends 0.000.110.100.140.000.150.100.150.240.120.08
% Yield 0.240.290.200.360.000.580.340.590.970.470.34
Capital Gains ($) 0.000.141.370.060.131.031.551.361.560.900.00
Expense Ratio 1.001.121.091.091.181.291.271.301.261.291.35

* 1 = Top 20%, 5 = Bottom 20%