Effective Nov. 1, 2021, comanager Sudhir Nanda will leave T. Rowe Price QM U.S. Small & Mid-Cap Core Equity’s management team and David Corris will join the team. Nanda will remain at T. Rowe Price and continue to serve as head of the firm’s quantitative equity team as well as the sole manager on T. Rowe Price QM U.S. Small-Cap Growth.
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX
NAV / 1-Day Return
21.00
/
0.05
%
Total Assets
231.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
4.38
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.29%
Turnover
31%
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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.
Comanager Change on T. Rowe Price QM U.S. Small & Mid-Cap Core Equity; Ratings Unchanged
