- T. Rowe’s Assets Under Management (AUM) has reached $1.54T, marking an increase from the previous year’s $1.34T.
- The growth rate of their AUM for the year stands at 15%.
- There has been a preliminary net outflow for T. Rowe during March 2024 and the quarter-ended in the same month. The figures tally up to $1.2 billion and $8.0 billion respectively.
- There have been 0 buys, 9 holds and 6 sells in their recent market transactions.
A look at T. Rowe Price Group Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
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
Based on Smartkarma Smart Scores, T. Rowe Price Group is positioned favorably for long-term growth. With solid scores in Dividend, Resilience, and Momentum, the company demonstrates stability and potential for consistent performance. T. Rowe Price Group‘s focus on delivering value and maintaining a healthy dividend payout, combined with a strong growth outlook, paints a promising picture for investors seeking a company with a balanced approach to wealth accumulation.
T. Rowe Price Group Inc., a financial services holding company, stands out as a reliable choice for both individual and institutional investors. Specializing in investment advisory services, the company offers a diverse range of investment products, including mutual funds and portfolios across various asset classes. With a consistent track record and robust scores in key factors like Dividend and Resilience, T. Rowe Price Group showcases a commitment to delivering sustainable returns and weathering market fluctuations effectively.
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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