May 15, 2017

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) is one of top rated US stock mutual fund. It invests mainly in small growth companies.

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

    T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • 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%
This U.S. stock fund has no yield. The expense fee is low, only 0.81%. The current share price is $30.99. For current share price, please check the link. This popular mutual fund has large assets of $3.9 billion.

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.
Cons:
  • 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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