About TQMVX
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund is a mutual fund focused on delivering long-term capital growth by investing primarily in the equity securities of large-cap U.S. companies that exhibit value characteristics. The fund’s portfolio is diversified across sectors such as financial services, healthcare, energy, industrials, and consumer defensive, with top holdings including established names like JPMorgan Chase & Co, Wells Fargo, Exxon Mobil, and Procter & Gamble. With a mandate to allocate at least 80% of its net assets to large-cap value stocks, the fund seeks to capitalize on companies deemed undervalued by fundamental measures, thereby appealing to investors looking for potentially lower volatility and a focus on stability. The fund maintains an average expense ratio for its category and features a moderate turnover rate, signaling active management while balancing costs. Its approach and management have earned it recognition for cost efficiency and consistent application of a value-oriented strategy, making it a notable option within the large value mutual fund segment.
Fund Family T. Rowe Price
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TQMVX
Index Russell 1000 Value TR
TQMVX had a total return of 27.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.72%.
