T. Rowe Price Value Fund Advisor Class (PAVLX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.71: the stock has moved about 29% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerT. Rowe Price Value Fund Advisor Class (PAVLX) trades at $54.73. T. Rowe Price Value Fund Advisor Class (PAVLX) aims for long-term capital appreciation by investing in undervalued common stocks, with income as a secondary goal. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for PAVLX: PAVLX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
T. Rowe Price Value Fund Advisor Class (PAVLX) Financial Services Profile
T. Rowe Price Value Fund Advisor Class (PAVLX) is a large-cap focused value fund seeking long-term capital appreciation through investments in undervalued common stocks. Operating within the asset management industry, PAVLX targets companies of any size, with a primary focus on large-cap equities and income as a secondary objective.
What Is the Investment Thesis for PAVLX?
T. Rowe Price Value Fund Advisor Class (PAVLX) presents a notable research candidate for investors seeking long-term capital appreciation through a value-oriented approach. The fund's strategy of investing in undervalued common stocks, with at least 65% of assets allocated to such equities, offers potential for outperformance as these stocks revert to their intrinsic value. With a market capitalization of $34.11 billion, the fund demonstrates a significant presence in the asset management industry. A beta of 0.71 suggests lower volatility compared to the broader market, potentially appealing to risk-averse investors. Key catalysts include the fund's ability to identify and capitalize on undervalued opportunities in the market. Potential risks include market fluctuations and the possibility that the fund's investment strategy may not consistently deliver the desired returns.
Based on FMP financials and quantitative analysis
PAVLX Key Highlights
The fund seeks long-term capital appreciation by investing in undervalued common stocks.
- At least 65% of the fund's total assets are invested in common stocks.
- The fund primarily focuses its investments on large-cap stocks.
- The fund's beta is 0.71, indicating lower volatility compared to the market.
- The fund has a market capitalization of $34.11 billion.
Who Are PAVLX's Competitors?
PAVLX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CCDTX American Funds 2025 Target Date Retirement Fund Class C | $16.10 | +0.19% | $29.8B | — |
| FAJTX American Funds 2055 Target Date Retirement Fd Cl F-1 | $32.41 | +0.62% | $31.3B | — |
| FAPTX American Funds 2025 Target Retirement Fd Cl F-1 | $16.38 | +0.18% | $30.2B | — |
| GBLEX American Funds Global Balanced Fd Cl F-1 | $41.90 | +0.46% | $32.1B | — |
| HACAX Harbor Capital Appreciation Fund Institutional Class | $129.68 | +1.04% | $26.6B | — |
| BLK BlackRock, Inc. | $1060.62 | +0.09% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.54 | -0.20% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PAVLX's Key Strengths?
Strong brand reputation and established track record.
- Experienced investment management team.
- Disciplined value investing approach.
- Significant assets under management.
What Are PAVLX's Weaknesses?
Dependence on market conditions and investor sentiment.
- Potential for underperformance in growth-oriented markets.
- Limited exposure to alternative asset classes.
- Fee structure may be higher compared to passive investment strategies.
What Are the Key Risks for PAVLX?
Market fluctuations and economic downturns.
- Underperformance compared to growth-oriented investment strategies.
- Increased competition from other asset managers.
- Regulatory changes and compliance costs.
- Dependence on the skills and expertise of the investment management team.
What Are PAVLX's Competitive Advantages?
- Established brand reputation and track record of T. Rowe Price.
- Experienced investment management team with expertise in value investing.
- Significant assets under management (AUM) providing economies of scale.
- Disciplined investment process and risk management framework.
What Does PAVLX Do?
T. Rowe Price Value Fund Advisor Class (PAVLX) is an investment fund managed by T. Rowe Price, a well-established global investment management firm. The fund's primary objective is to achieve long-term capital appreciation, with income generation as a secondary goal. PAVLX employs a value investing approach, focusing on identifying and investing in common stocks that are considered undervalued by the portfolio manager. The fund typically allocates at least 65% of its total assets to common stocks deemed undervalued. While the fund has the flexibility to invest in companies of any size, it predominantly focuses on large-cap stocks. This strategy reflects a preference for established companies with a proven track record and potentially more stable financial performance. The fund's investment decisions are driven by a fundamental analysis of companies, seeking to identify those trading below their intrinsic value. By focusing on undervalued assets, PAVLX aims to provide investors with long-term growth potential while mitigating risk through a disciplined investment approach. The fund operates within the broader asset management industry, catering to investors seeking value-oriented investment strategies.
What Products and Services Does PAVLX Offer?
- Invests in common stocks believed to be undervalued.
- Seeks long-term capital appreciation.
- Targets companies of any size, but typically focuses on large-cap stocks.
- Allocates at least 65% of its total assets to common stocks.
- Employs a value investing approach.
- Provides investment management services to individuals and institutions.
How Does PAVLX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- May earn performance-based fees if the fund outperforms its benchmark.
- Invests in undervalued common stocks to generate capital appreciation.
- Focuses on large-cap stocks to provide stability and diversification.
What Industry Does PAVLX Operate In?
T. Rowe Price Value Fund Advisor Class operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other value-oriented funds and asset managers, including CCDTX, FAJTX, FAPTX, GBLEX, and HACAX. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from institutional investors and high-net-worth individuals. The fund's focus on large-cap stocks aligns with the trend of investors seeking stability and diversification in their portfolios.
Who Are PAVLX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth managers.
- Retirement plans and other investment vehicles.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
PAVLX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation and established track record.
- Experienced investment management team.
- Disciplined value investing approach.
- Significant assets under management.
Bear Case
- Dependence on market conditions and investor sentiment.
- Potential for underperformance in growth-oriented markets.
- Limited exposure to alternative asset classes.
- Fee structure may be higher compared to passive investment strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PAVLX Latest News
No recent news available for PAVLX.
PAVLX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for PAVLX.
Price Targets
Wall Street price target analysis for PAVLX.
PAVLX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for PAVLX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About T. Rowe Price Value Fund Advisor Class (PAVLX) — Financials
What does T. Rowe Price Value Fund Advisor Class do?
T. Rowe Price Value Fund Advisor Class (PAVLX) is an investment fund that seeks long-term capital appreciation by investing primarily in common stocks believed to be undervalued.
How does T. Rowe Price Value Fund Advisor Class make money in financial services?
T. Rowe Price Value Fund Advisor Class generates revenue primarily through management fees, which are calculated as a percentage of the fund's assets under management (AUM). These fees compensate T. Rowe Price for its investment management services, including research, portfolio selection, and administrative support.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.