- T. Rowe’s assets under management have increased to $1.45 trillion, up from $1.28 trillion year-on-year.
- This represents a 14% increase in assets under management year-on-year.
- Preliminary net outflows for December were $9.4 billion.
- The year-to-date net outflows have reached $81.8 billion.
- There have been no buys, 9 holds, and 7 sells.
A look at T. Rowe Price Group Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
T. Rowe Price Group Inc. is a financial services holding company that provides investment advisory services to individual and institutional investors. The company manages a variety of mutual funds and investment portfolios, including stocks, blended assets, bonds, and money market funds. According to Smartkarma’s Smart Scores, T. Rowe Price Group has a solid outlook for the long-term, with a score of 3 out of 5 for both value and growth, indicating a positive outlook for the company’s financial health and potential for growth. The company also scores a 4 out of 5 for both dividend and resilience, suggesting a strong track record of paying dividends and weathering market downturns. However, T. Rowe Price Group scores a 3 out of 5 for momentum, indicating a lower level of short-term growth potential. Overall, T. Rowe Price Group appears to be a stable and reliable investment option for investors looking for long-term returns.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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