Manager SkillAllocatorsExamplesEvidenceAnalyst
Checking session...

Manager Skill Review · Fund (strategy-level)

TRVLX — T. Rowe Price Value Fund, Inc.

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual — the return remaining after the model's specified market, sector, subsector, and style exposures — persists out of sample.

Large Value · 61 holdings · eff. N 44 · top-10 34%

Evidence
N-PORT · registered-fund holdings
Holdings as of
2026-05-31
Filed
2026-08-14
Model
ERM3 v3.0

Summary Risk Profile

Return attribution vs risk decomposition

T. Rowe Price Value Fund, Inc. is a Large Value strategy across 61 names (effective N 44, top-10 34%). T. Rowe Price Value Fund, Inc.'s +22.4% trailing return was led by market beta (+19.5% market); stock selection contributed +5.3%. About 24% of the trailing gross return came from stock selection versus buyable and style exposure — a exposure-driven signature (return-based, swings with the window).Beta to SPY 0.76 explains 71% of NAV variance; ERM3's multifactor model captures 95% · modeled-vs-reported NAV correlation 0.97 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
90%
Tracked-pension composite · 11 mgrs
75%
19%
▸Key
Market
Sector
Subsector
Style tilt

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
Infrastructure
  • About
  • Support
  • FAQ
  • Privacy
Manager SkillAllocatorsExamplesEvidenceAnalyst
Checking session...

Manager Skill Review · Fund (strategy-level)

TRVLX — T. Rowe Price Value Fund, Inc.

Strategy-level ERM3 read from the fund's reported holdings — the mandate-accurate view. The stock-selection residual — the return remaining after the model's specified market, sector, subsector, and style exposures — persists out of sample.

Large Value · 61 holdings · eff. N 44 · top-10 34%

Evidence
N-PORT · registered-fund holdings
Holdings as of
2026-05-31
Filed
2026-08-14
Model
ERM3 v3.0

Summary Risk Profile

Return attribution vs risk decomposition

T. Rowe Price Value Fund, Inc. is a Large Value strategy across 61 names (effective N 44, top-10 34%). T. Rowe Price Value Fund, Inc.'s +22.4% trailing return was led by market beta (+19.5% market); stock selection contributed +5.3%. About 24% of the trailing gross return came from stock selection versus buyable and style exposure — a exposure-driven signature (return-based, swings with the window).Beta to SPY 0.76 explains 71% of NAV variance; ERM3's multifactor model captures 95% · modeled-vs-reported NAV correlation 0.97 over 244 months.Evidence — not a recommendation.

Risk decomposition
This manager
90%
Tracked-pension composite · 11 mgrs
75%
19%
▸Key
Market
Sector
Subsector
Style tilt

Cumulative return

trailing 12m · gross vs buyable

Strategy-level read from the fund's reported holdings via the RiskModels ERM3 model. Figures are gross, holdings-derived, and within-mandate. Informational use only — not investment advice.

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
Infrastructure
  • About
  • Support
  • FAQ
  • Privacy
Residual risk
Gross +23.3%Buyable +19.8%Selection gap +3.5%
  • Terms
  • RiskModelsResearch/Workspace/API

    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based. Evidence, not opinion.

    Informational use only — not investment advice. Blue Water Macro Corp.

    Residual risk
    Gross +23.3%Buyable +19.8%Selection gap +3.5%
  • Terms
  • RiskModelsResearch/Workspace/API

    © 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based. Evidence, not opinion.

    Informational use only — not investment advice. Blue Water Macro Corp.