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.
T. Rowe Price QM US Small-Cap Gr Eq PRDSX
NAV / 1-Day Return
34.21
/
3.07
%
Total Assets
6.4 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
15.99
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
28%
Morningstar’s Fund Analysis PRDSX
Will PRDSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of PRDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An excellent quant-driven offering.
