T. Rowe Price Mid-Cap Value Fund (TRMCX) 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 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 Mid-Cap Value Fund (TRMCX) trades at $36.89. T. Rowe Price Mid-Cap Value Fund invests in mid-sized companies within the S&P MidCap 400 Index or the Russell Midcap Value Index. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for TRMCX: TRMCX 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 (TRMCX) Financial Services Profile
T. Rowe Price Mid-Cap Value Fund (TRMCX) is a financial services fund focused on undervalued mid-cap companies within the S&P MidCap 400 and Russell Midcap Value indices, leveraging T. Rowe Price's investment expertise to deliver long-term capital appreciation for its investors in the asset management sector.
What Is the Investment Thesis for TRMCX?
T. Rowe Price Mid-Cap Value Fund presents a notable research candidate for investors seeking exposure to undervalued mid-cap stocks. With a market capitalization of $14.90 billion and a beta of 1.02, the fund offers a balanced risk-return profile. The fund's strategy of investing at least 80% of its assets in companies within the S&P MidCap 400 or Russell Midcap Value Index provides diversification and potential for long-term capital appreciation. Growth catalysts include the potential for undervalued companies to realize their intrinsic value, as well as the overall growth of the mid-cap market segment. However, potential risks include market volatility and the possibility that the fund's investment strategy may not perform as expected. The absence of a dividend yield may deter some income-seeking investors.
Based on FMP financials and quantitative analysis
TRMCX Key Highlights
The fund invests at least 80% of its net assets in companies within the market capitalization range of the S&P MidCap 400 Index or the Russell Midcap Value Index.
- The fund's investment strategy focuses on identifying and investing in undervalued mid-sized companies.
- T. Rowe Price is a well-established global investment management firm with a long history of providing investment services.
- The fund is designed for investors who are seeking long-term capital appreciation and are willing to accept the risks associated with investing in the stock market.
- The fund has a market capitalization of $14.90 billion and a beta of 1.02.
Who Are TRMCX's Competitors?
TRMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| PRITX T. Rowe Price International Stock | $23.44 | +1.30% | $14.3B | — |
| SGOIX First Eagle Overseas Fund | $33.92 | +0.71% | $16.7B | — |
| TRRBX T. Rowe Price Retirement 2020 Fund | $20.88 | +0.43% | $12.9B | — |
| USPRX USAA 500 Index Fund | $93.72 | +0.76% | $15.8B | — |
| VFH Vanguard Financials ETF | $131.40 | +0.67% | $12.9B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $164B | 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 TRMCX's Key Strengths?
Experienced management team
- Disciplined investment process
- Strong brand reputation
- Focus on undervalued mid-cap companies
What Are TRMCX's Weaknesses?
Dependence on market conditions
- Lack of dividend yield
- Potential for underperformance relative to benchmarks
- High expense ratio compared to some competitors
What Are the Key Risks for TRMCX?
Market volatility could negatively impact fund performance.
- The fund's investment strategy may not perform as expected.
- Increased competition from other asset management firms.
- Regulatory changes could impact the asset management industry.
- Economic downturn could reduce assets under management.
What Are TRMCX's Competitive Advantages?
- Established brand reputation
- Experienced investment team
- Disciplined investment process
What Does TRMCX Do?
T. Rowe Price Mid-Cap Value Fund is a financial vehicle managed by T. Rowe Price, a well-established global investment management firm. The fund specializes in identifying and investing in mid-sized companies that are considered undervalued based on various financial metrics. The fund's investment strategy is to allocate at least 80% of its net assets, including any borrowings for investment purposes, into companies whose market capitalization falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index at the time of purchase. T. Rowe Price has a long history of providing investment management services to individuals and institutions. The firm was founded in 1937 by Thomas Rowe Price, Jr., who believed in a disciplined, research-driven approach to investing. Over the years, T. Rowe Price has expanded its product offerings to include a wide range of mutual funds, exchange-traded funds (ETFs), and other investment vehicles. The firm has a global presence, with offices in major financial centers around the world. The T. Rowe Price Mid-Cap Value Fund is one of the many funds offered by T. Rowe Price. The fund is designed for investors who are seeking long-term capital appreciation and are willing to accept the risks associated with investing in the stock market. The fund's focus on mid-cap companies provides investors with exposure to a segment of the market that may offer attractive growth opportunities. The fund's value-oriented investment approach seeks to identify companies that are trading at a discount to their intrinsic value, which may provide a margin of safety for investors.
What Products and Services Does TRMCX Offer?
- Invests in undervalued mid-cap companies.
- Manages assets on behalf of individual and institutional investors.
- Conducts research to identify investment opportunities.
- Provides investment management services.
- Offers a range of mutual funds and other investment vehicles.
- Focuses on long-term capital appreciation.
How Does TRMCX Make Money?
- Generates revenue through management fees.
- Charges fees based on a percentage of assets under management.
- Utilizes a research-driven investment approach.
What Industry Does TRMCX Operate In?
The asset management industry is characterized by intense competition, with numerous firms vying for investor capital. T. Rowe Price Mid-Cap Value Fund operates in this competitive landscape, seeking to differentiate itself through its value-oriented investment approach and focus on mid-cap companies. The industry is influenced by market trends, economic conditions, and regulatory changes. As of 2026, the asset management industry continues to experience growth, driven by factors such as an aging population, increasing wealth, and the growing demand for investment products. The fund competes with other asset management firms, including PRITX, SGOIX, TRRBX, USPRX, and VFH, all of which offer similar investment products.
Who Are TRMCX's Key Customers?
- Individual investors
- Institutional investors
- Retirement plans
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 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.4%.
TRMCX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team
- Disciplined investment process
- Strong brand reputation
- Focus on undervalued mid-cap companies
Bear Case
- Dependence on market conditions
- Lack of dividend yield
- Potential for underperformance relative to benchmarks
- High expense ratio compared to some competitors
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TRMCX Latest News
No recent news available for TRMCX.
TRMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TRMCX.
Price Targets
Wall Street price target analysis for TRMCX.
TRMCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TRMCX; grades run from A+ (80-100) to F (below 30).
TRMCX Financials Stock FAQ
What regulatory challenges does T. Rowe Price Mid-Cap Value Fund face?
T. Rowe Price Mid-Cap Value Fund faces a number of regulatory challenges, including compliance with the Investment Company Act of 1940, the Securities Act of 1933, and the Securities Exchange Act of 1934.
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.
- Investment decisions should be based on individual risk tolerance and financial circumstances.