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Morningstar

T. Rowe Price Extended Equity Market Idx PEXMX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 29.75  /  −0.20 %
  • Total Assets 912.8 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.96%
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PEXMX

Will PEXMX 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 PEXMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEXMX 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 PEXMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin T. Rowe Price Extended Equity Market Idx's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PEXMX

More PEXMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

1.03 10.4 Mil
Technology

KKR & Co Inc Ordinary Shares

0.93 9.3 Mil
Financial Services

Marvell Technology Inc

0.87 8.7 Mil
Technology

Workday Inc Class A

0.84 8.4 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

0.76 7.6 Mil
Technology

Apollo Global Management Inc Class A

0.72 7.2 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

0.67 6.7 Mil
Financial Services

Block Inc Class A

0.66 6.6 Mil
Technology

Ferguson PLC

0.65 6.5 Mil
Industrials

DoorDash Inc Ordinary Shares - Class A

0.63 6.3 Mil
Communication Services