Mutual Fund Insights: T. Rowe Price Mid-Cap Value Fund (TRMCX)

In-depth Analysis of T. Rowe Price Mid-Cap Value Fund (TRMCX)

3 months 6 months 1 year 3 year 5 year

See T. Rowe Price Mid-Cap Value Fund (TRMCX) performance details as of January 31, 2010

  

Last Trade: $21.82 on 3/19/2010, Change: -0.14 (-0.64%)

Experiment our closing price forecasting tool for T. Rowe Price Mid-Cap Value Fund (TRMCX) (alpha release)

  

Fund Manager - David J. Wallack

Fund Manager Tenure: 9.2 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

Wallack, vice presidentjoined T. Rowe Price in 1990 as a value and cyclical analysis. He has been part of the mid-cap value investment advisory committee since the fund's inception.  Get more insights on David J. Wallack

  

 What we like about T. Rowe Price Mid-Cap Value Fund (TRMCX)

Data for T. Rowe Price Mid-Cap Value Fund (TRMCX) as of January 31, 2010

• T. Rowe Price Mid-Cap Value Fund (TRMCX) management has been with T. Rowe Price Mid-Cap Value Fund for 9.2 years
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has good short-term performance (1-year return 52.94% vs 43.98% Mid-Cap Value category average)
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has good mid-term performance (3-year return -2.85% vs -6.98% Mid-Cap Value category average)
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has good Long-term performance (5-year return 4.61% vs 1.33% Mid-Cap Value category average)
• T. Rowe Price Mid-Cap Value Fund (TRMCX) ratio of up-years vs down years is greater than 2
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has a Morningstar rating of 4 and above
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has an annual stock turnover rate of 74.30% vs Mid-Cap Value average of 107.20%. It is good that T. Rowe Price Mid-Cap Value management does not trade extensively for its return.
• T. Rowe Price Mid-Cap Value Fund (TRMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.59, lower than category average of 24.2
• T. Rowe Price Mid-Cap Value Fund (TRMCX) has a lower management fee than its Mid-Cap Value average: 0.83% vs 1.37%
• T. Rowe Price Mid-Cap Value Fund (TRMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about T. Rowe Price Mid-Cap Value Fund (TRMCX)

Data for T. Rowe Price Mid-Cap Value Fund (TRMCX) as of January 31, 2010

See T. Rowe Price Mid-Cap Value Fund (TRMCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

• Artisan Mid Cap Value (ARTQX)    [ Compare with T. Rowe Price Mid-Cap Value Fund (TRMCX) ]
• Robeco Mid Cap Value I (BPMIX)    [ Compare with T. Rowe Price Mid-Cap Value Fund (TRMCX) ]
• Delafield (DEFIX)    [ Compare with T. Rowe Price Mid-Cap Value Fund (TRMCX) ]
• See top fund managers for Mid-Cap Value Category Funds
• Browse other funds in Mid-Cap Value Category

  

T. Rowe Price Mid-Cap Value Fund (TRMCX) Net Asset

Track net asset change of T. Rowe Price Mid-Cap Value fund (TRMCX)

Date	Net Asset
01/2010	$6.46B
11/2009	$6.08B
10/2009	$6.01B

More historic net asset information on T. Rowe Price Mid-Cap Value Fund (TRMCX)

  

T. Rowe Price Mid-Cap Value Fund (TRMCX) Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Mid-Cap Value fund (TRMCX)

Date	Cash	Stock	Bond	Other
09/2009	3.93%	93.43%	0%	2.64%
06/2009	9.03%	88.69%	0.32%	1.97%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on T. Rowe Price Mid-Cap Value Fund (TRMCX)

  

Most Recent Top 10 Holdings in T. Rowe Price Mid-Cap Value Fund (TRMCX)

Discover what T. Rowe Price Mid-Cap Value Fund (TRMCX) manager is buying

30-Sep-09 T. Rowe Price Reserve [3.93%] DISCOVER FIN SVCS [2.35%] SOUTHWEST AIRLINES [2.02%] WEYERHAEUSER CO [1.96%] CIMAREX ENERGY CO [1.84%] HEALTHSOUTH CP [1.75%] NEXEN INC [1.68%] GAP INC [1.61%] Molex Incorporated [1.55%] MANPOWER INC [1.49%]

30-Jun-09 T. Rowe Price Reserve [5.63%] HEALTHSOUTH CP [1.93%] WEYERHAEUSER CO [1.89%] NEXEN INC [1.84%] DISCOVER FIN SVCS [1.78%] SOUTHWEST AIRLINES [1.68%] MURPHY OIL CP HLDG [1.66%] GAP INC [1.65%] MIRANT CORP [1.61%] MEREDITH CP [1.45%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in T. Rowe Price Mid-Cap Value Fund (TRMCX)

  

Related books and products to T. Rowe Price Mid-Cap Value Fund (TRMCX)

  

Latest News on T. Rowe Price Mid-Cap Value (TRMCX)

See what is happening with T. Rowe Price Mid-Cap Value Fund (TRMCX)

Yahoo! Finance: RSS feed not found See more news on T. Rowe Price Mid-Cap Value Fund (TRMCX)

 

Books and Resources

 

 

See more information on T. Rowe Price Mid-Cap Value Fund (TRMCX)

• T. Rowe Price Mid-Cap Value Fund Insights
• T. Rowe Price Mid-Cap Value Fund Performance Data
• T. Rowe Price Mid-Cap Value Fund News
• T. Rowe Price Mid-Cap Value Fund Score Explaination
• T. Rowe Price Mid-Cap Value Fund Manager Information
• Historic T. Rowe Price Mid-Cap Value Fund Asset Allocation Report
• Historic T. Rowe Price Mid-Cap Value Fund Top 10 Holding Tracking
• Historic T. Rowe Price Mid-Cap Value Fund Asset Under Management Tracking