T. Rowe Price Value Fund I Class (TRPIX)

Overview

The fund is designed for investors seeking to invest in common stocks considered undervalued by its portfolio manager. With a strategy emphasizing at least 65% of its total assets in these undervalued common stocks, the fund adopts a broad investment horizon that includes companies of all sizes, albeit with a particular concentration on large-cap entities. This focus on undervalued stocks aims to capitalize on the potential for growth by identifying and investing in companies that the portfolio manager believes are trading below their intrinsic value but have strong prospects for appreciation.

Products and Services

• Investment in Undervalued Common Stocks

  This core service involves the strategic investment of a minimum of 65% of the fund's total assets into common stocks that are deemed undervalued. By targeting these underpriced assets, the fund aims to provide investors with the opportunity to benefit from potential market corrections that align stock prices more closely with their perceived true value.

• Focus on Large-Cap Stocks

  While the fund is open to investing in companies of any size, there is a particular emphasis on large-cap stocks. These are shares in large, well-established companies with a solid market reputation and a history of stable growth. The rationale behind this focus is that large-cap stocks often represent safer, more reliable investments compared to smaller companies, making them an attractive option for the fund’s portfolio.