T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.02: the stock has moved roughly in step with 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 16, 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 Mid-Cap Value Fund Advisor Class (TAMVX) trades at $36.52. T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX) aims for long-term capital appreciation by investing primarily in mid-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for TAMVX: TAMVX 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 Mid-Cap Value Fund Advisor Class (TAMVX) Financial Services Profile
T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX) seeks long-term capital appreciation by investing in mid-cap companies, aligning with the S&P MidCap 400 and Russell Midcap Value indices. As part of the financial services sector, it offers investors exposure to value-oriented mid-sized firms.
What Is the Investment Thesis for TAMVX?
TAMVX presents a compelling option for investors seeking exposure to mid-cap value stocks with a long-term investment horizon. With a market cap of $14.52 billion and a beta of 1.02, the fund offers a diversified approach to capturing value within the mid-cap segment. The fund's strategy of investing in companies within the S&P MidCap 400 and Russell Midcap Value indices provides a defined universe for investment. Key value drivers include the fund's ability to identify undervalued companies with strong growth potential and its disciplined investment approach. The absence of a dividend yield may deter some investors seeking current income, but aligns with the fund's focus on capital appreciation. The pending AI analysis could offer further insights into the fund's performance and potential.
Based on FMP financials and quantitative analysis
TAMVX Key Highlights
Market capitalization of $14.52 billion indicates a substantial asset base.
- Beta of 1.02 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 80% of its assets in companies within the S&P MidCap 400 Index or the Russell Midcap Value Index.
- The fund aims to provide long-term capital appreciation.
- No dividend yield reflects a focus on capital appreciation rather than income generation.
Who Are TAMVX's Competitors?
TAMVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FAOTX American Funds 2020 Target Date Retirement Fd Cl F-1 | $14.47 | +0.35% | $13.7B | — |
| OAZIX Oakmark International R6 | $32.76 | -0.03% | $11.8B | — |
| PRITX T. Rowe Price International Stock | $23.63 | +0.81% | $14.3B | — |
| RRITX T. Rowe Price International Stock Fund Class R | $23.12 | +0.74% | $14.2B | — |
| RRTBX T. Rowe Price Retirement 2020 Fund Class R | $20.24 | +0.30% | $13.1B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TAMVX's Key Strengths?
Established brand name of T. Rowe Price.
- Focus on mid-cap value stocks.
- Disciplined investment approach.
- Significant assets under management ($14.52B).
What Are TAMVX's Weaknesses?
No dividend yield may deter some investors.
- Dependence on market conditions for performance.
- Higher expense ratios compared to passively managed funds.
What Are the Key Risks for TAMVX?
Market volatility impacting fund performance.
- Economic recession leading to decreased asset values.
- Competition from other asset managers.
- Changes in investor sentiment towards mid-cap value stocks.
- Unexpected changes in the S&P MidCap 400 or Russell Midcap Value indices.
What Are TAMVX's Competitive Advantages?
- Established brand reputation of T. Rowe Price.
- Experienced investment management team.
- Disciplined investment approach focused on value investing.
- Access to proprietary research and analysis.
What Does TAMVX Do?
T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX) is designed to provide investors with long-term capital appreciation through investments in mid-sized companies. The fund operates under the established T. Rowe Price investment management umbrella, leveraging their expertise in identifying and capitalizing on value opportunities within the mid-cap segment of the market. Founded on principles of rigorous research and a disciplined investment approach, T. Rowe Price has a long history of managing assets across various market cycles. TAMVX specifically targets companies whose market capitalization falls within the range of those included in the S&P MidCap 400 Index or the Russell Midcap Value Index at the time of purchase. This focus ensures that the fund remains aligned with its stated objective of investing in mid-cap companies. The fund's investment strategy involves a bottom-up approach, where individual companies are analyzed based on their financial health, growth potential, and valuation. The fund's portfolio is constructed with the aim of delivering long-term value to its investors, while adhering to its investment mandate of focusing on mid-cap value stocks. TAMVX does not specify a geographic limitation, but given the indices it tracks, investments are primarily in US-based companies.
What Products and Services Does TAMVX Offer?
- Invests in mid-cap companies.
- Seeks long-term capital appreciation.
- Benchmarks investments against the S&P MidCap 400 Index.
- Benchmarks investments against the Russell Midcap Value Index.
- Focuses on companies with market capitalization within the range of the benchmark indices.
- Manages a portfolio of value-oriented mid-cap stocks.
- Conducts research to identify undervalued companies.
How Does TAMVX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Employs a team of investment professionals to manage the fund's portfolio.
- Distributes fund shares through various channels, including financial advisors and online platforms.
What Industry Does TAMVX Operate In?
TAMVX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. TAMVX competes with other mutual funds and investment firms offering similar mid-cap value strategies. The fund's performance is benchmarked against the S&P MidCap 400 and Russell Midcap Value indices, reflecting its focus on this segment of the market. The asset management industry is experiencing growth driven by increasing wealth and a growing demand for investment products.
Who Are TAMVX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to mid-cap value stocks.
- Financial advisors recommending investment products to their clients.
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
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 54 |
| 2026-08-31 | 54 |
| 2026-09-08 | 54 |
| 2026-09-16 | 54 |
| 2026-09-24 | 54 |
| 2026-10-04 | 54 |
What changed?
The score has stayed at 54.
Over the same 30 days the stock moved -4.4%.
TAMVX Financials
Bull Case vs Bear Case
Bull Case
- Established brand name of T. Rowe Price.
- Focus on mid-cap value stocks.
- Disciplined investment approach.
- Significant assets under management ($14.52B).
Bear Case
- No dividend yield may deter some investors.
- Dependence on market conditions for performance.
- Higher expense ratios compared to passively managed funds.
- Potential: Market volatility impacting fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
TAMVX Latest News
No recent news available for TAMVX.
TAMVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TAMVX.
Price Targets
Wall Street price target analysis for TAMVX.
TAMVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TAMVX; grades run from A+ (80-100) to F (below 30).
Common Questions About TAMVX (Financials)
What does T. Rowe Price Mid-Cap Value Fund Advisor Class do?
T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX) is a mutual fund that seeks to provide long-term capital appreciation by investing primarily in mid-sized companies.
What are the main risks for TAMVX?
The main risks for TAMVX include market risk, economic risk, and investment risk. Market risk refers to the potential for the overall stock market to decline, which could negatively impact the fund's performance.
How does T. Rowe Price Mid-Cap Value Fund Advisor Class generate revenue?
T. Rowe Price Mid-Cap Value Fund Advisor Class generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM).
How is T. Rowe Price Mid-Cap Value Fund Advisor Class adapting to market volatility?
T. Rowe Price Mid-Cap Value Fund Advisor Class adapts to market volatility through its disciplined investment approach and focus on long-term value.
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.
- Fund performance is subject to market risk.