T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) Profile
This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund objective is to provide long-term growth of capital by investing primarily in common stocks of small growth companies. This stock fund invests most of its assets in equity securities issued by small-cap U.S. growth companies.This T. Rowe Price fund seeks to invest in a broadly diversified portfolio of securities to minimize the effects of individual security selection on fund performance.
PRDSX Fund Profile
- Fund Inception Date: 05/24/2001
- Ticker Symbol: PRDSX
- CUSIP: 779917103
- Rank in category (YTD): 67%
- Category: Small Growth
- Yield: 0.00%
- Capital Gains: -
- Expense Ratio: 0.81%
- Total Assets: $ 3.9 billion
- Annual Turnover Rate: 10%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund Performance
Ranked with 5 stars rating by Morningstar, this equity fund has a 3 year average return of 10.65%. In 2017, the year-to-date return is 8.43%. It has returned 22.99% over the past 1 year, and 14.34% over the past 5 years. The past 5 years performance is as follows:- Year 2017: 8.43% (YTD)
- Year 2016: 11.31%
- Year 2015: 2.33%
- Year 2014: 6.38%
- Year 2013: 44.19%
T. Rowe Price Fund Holdings
This PRDSX fund has 299 stocks in its portfolio. The median market cap is $51 billion. Top 4 sectors are information technology, health care, consumer discretionary, and industrials & business services. Top 5 stocks are Berry Global, Burlington Stores, Cognex, Coherent, and Domino's Pizza.Pros:
- This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has low cost.
- It provide consistent returns.
- Lack of yield
Note: This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) is part of Kiplinger's 25 best mutual funds.
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