T. Rowe Price Equity Income Advisor (PAFDX - Free Report) a Zacks Rank #2 (Buy) invests at least 80% of the funds net assets in common stocks, with 65% in the common stocks of well-established companies paying above-average dividends, with favorable prospects for both increasing dividends and capital appreciation.
This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Precious Metal. Further, as of the last filing, JPMORGAN CHASE & CO, EXXON MOBIL CORP and MICROSOFT CORP were the top holdings for PAFDX.
The T. Rowe Price Equity Income Advisor fund, managed by T. Rowe Price, carries an expense ratio of 0.94%. Moreover, PAFDX requires a minimal initial investment of $2,500.
PAFDX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 19.6%, 3 year 6.47% and 5 year 10.77%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
PAFDX’s performance, as of the last filing, when compared to funds in its category was in the top 7% in 1 year.
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