T. Rowe Price QM U.S. Small & Mid Cap Core Equity remains in good hands after some recent personnel changes. Its well-resourced team and sensible quantitative approach earn the strategy a Morningstar Analyst Rating of Silver.
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TQSIX 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 TQSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TQSIX 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 TQSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still led by a respectable team.
