T. Rowe Price Financial Services Fund (PRISX) Research
The fund primarily allocates at least 80% of its net assets (including any borrowed capital) to equity securities of companies operating within the financial services industry. Additionally, it has the flexibility to invest in firms, such as financial software developers, that generate a significant portion (at least 50%) of their revenue from providing services to this sector. Investment selection is guided by a fundamental, 'bottom-up' analytical process, aiming to pinpoint high-caliber businesses with promising growth trajectories. It's important to note that this fund operates on a non-diversified basis.
Market snapshot
- Symbol
- PRISX
- Price
- $48.08
- Day change
- -0.56%
- Market cap
- $1.2B
- 52-week range
- 42.1-50.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Small Cap Value Fund (ARSIX)
- Eaton Vance Limited Duration Income Fund (EVV)
- Hennessy Gas Utility Fund (GASFX)
- Principal LifeTime 2055 Fund (LTFIX)
- LSV Value Equity Fund (LVAEX)
- Mondrian International Value Equity Fund (MPIEX)
- Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
- T. Rowe Price Spectrum International Equity Fund (PSILX)
Open T. Rowe Price Financial Services Fund (PRISX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.