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Morningstar

T. Rowe Price Small-Cap Stock Adv PASSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 56.24  /  1.46 %
  • Total Assets 9.5 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis PASSX

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

People Pillar

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

Sticking to its recipe.

Senior Analyst

Summary

| by Adam Sabban

The T. Rowe Price Small-Cap Stock strategy, which includes T. Rowe Price Institutional Small-Cap Stock, remains a good choice for long-term investors. It earns a Morningstar Analyst Rating of Silver.

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