T. Rowe Price Financial ServicesPRISX

Morningstar Rating

Fund Research and Analysis

by Harry Milling

T. Rowe Price Financial Services is more tactical than it appears.

This financials-sector fund successfully curbs the infamous volatility of its sector by diversifying its assets across the sector's manifold industries, like insurance, banks, and asset Read more

Kudos

The fund is well diversified across different financials subsectors.

Good long-term results for shareholders. Read more

Risks

Most investors won't need this sector-specific fund. Those who follow the market closely and wish to add extra financials exposure should do so with only a small slice of assets. Read more

Strategy

Manager Jeff Arricale follows a basic strategy: He seeks well-established companies with strong management, above-average earnings-growth rates, and strong market share. The fund's various managers have Read more

Management

Jeff Arricale was a T. Rowe Price financials analyst who was promoted to comanager on T. Rowe Price Capital Appreciation PRWCX in mid-2006. In early 2007, T. Rowe Price asked Arricale to manage this fund, mentor the firm's financials staff, and get Read more

Inside Scoop

Management is an advocate of low turnover and will hold stocks as long as their valuations merit. The fund is well diversified across subsectors, which should help keep Read more

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