| T. Rowe Price Equity Income Port |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2023-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.85%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.85%
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| Expense Ratio |
0.74%
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(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
0.85%
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Type |
Date |
% |
| ManagementFee |
Contractual |
2024-04-30 |
0.11 |
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| Inception Date: 1994-03-31 |
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| Mngr Name |
John D. Linehan |
| Mngr Start Date |
2015-11-01 |
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| Biography |
| John Linehan is the portfolio manager for the Equity Income Strategy and co-portfolio manager of the US Large-Cap Value Strategy for T. Rowe Price. In addition, he is the chief investment officer of Equity and a member of the firm's US Equity Steering, Equity Brokerage and Trading Control, and Counterparty Risk Committees.
Mr. Linehan is Chairman of the Investment Advisory Committee at T. Rowe. He is a large-cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large-Cap Value Strategy. From February 2010 to June 2014, Mr. Linehan was head of U.S. Equity and chairman of the U.S. Equity Steering Committee. He is a member of the firm's U.S. Equity Steering, Equity Brokerage and Trading Control, and Counterparty Risk Committees. He earned a B.A. from Amherst College and an M.B.A. from Stanford University, where he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. Mr. Linehan is a CFA® charterholder. |
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| T. Rowe Price Associates, Inc. |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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