Morningstar® Investment Profile™   Morningstar®
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for Print
T. Rowe Price Equity Income Port
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.15%
Management 0.55%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.55%
Expense Ratio 0.74%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.74%
Waiver Data
Type Date %
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  Management
Inception Date: 1994-03-31
Mngr Name John D. Linehan
Mngr Start Date 2015-11-01
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.
Investment Advisor(s)
T. Rowe Price Associates, Inc.
Web Site
www.troweprice.com
Issuer
T. Rowe Price
Subadvisor(s)
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