T. Rowe Price QM U.S. Small-Cap Growth Equity’s talented manager and sensible quantitative approach haven’t changed, but their advantages are now more significant than before given shifts in the composition of the small-growth Morningstar Category. The strategy earns an upgrade of its Morningstar Analyst Rating to Gold from Silver.
Morningstar’s Fund Analysis PRDSX
Will PRDSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRDSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PRDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PRDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.