T. Rowe Price U.S. Equity Research Fund Z Class
PCUZX
NASDAQ
Weiss Ratings | PCUZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | PCUZX-NASDAQ | Click to Compare |
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Provider | T. Rowe Price | |||
Manager/Tenure (Years) | Ann M. Holcomb (10), Jason B. Polun (10), Jason(Jay) Nogueira (3) | |||
Website | http://www.troweprice.com | |||
Fund Information | PCUZX-NASDAQ | Click to Compare |
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Fund Name | T. Rowe Price U.S. Equity Research Fund Z Class | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth | |||
Inception Date | Nov 23, 2021 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | PCUZX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | PCUZX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.41% | |||
Asset Allocation | PCUZX-NASDAQ | Click to Compare |
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Cash | 0.11% | |||
Stock | 99.87% | |||
U.S. Stock | 98.58% | |||
Non-U.S. Stock | 1.29% | |||
Bond | 0.02% | |||
U.S. Bond | 0.02% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | PCUZX-NASDAQ | Click to Compare |
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7-Day Total Return | -2.62% | |||
30-Day Total Return | 8.02% | |||
60-Day Total Return | 0.83% | |||
90-Day Total Return | -3.35% | |||
Year to Date Total Return | -1.22% | |||
1-Year Total Return | 10.48% | |||
2-Year Total Return | 48.80% | |||
3-Year Total Return | 61.83% | |||
5-Year Total Return | 122.37% | |||
Price | PCUZX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | PCUZX-NASDAQ | Click to Compare |
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Nav | $58.27 | |||
1-Month Low NAV | $55.03 | |||
1-Month High NAV | $59.90 | |||
52-Week Low NAV | $49.90 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $61.71 | |||
52-Week High Price (Date) | Feb 19, 2025 | |||
Beta / Standard Deviation | PCUZX-NASDAQ | Click to Compare |
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Beta | 1.00 | |||
Standard Deviation | 16.43 | |||
Balance Sheet | PCUZX-NASDAQ | Click to Compare |
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Total Assets | 12.91B | |||
Operating Ratios | PCUZX-NASDAQ | Click to Compare |
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Expense Ratio | 0.00% | |||
Turnover Ratio | 37.60% | |||
Performance | PCUZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.68% | |||
Last Bear Market Total Return | -16.39% | |||