T. Rowe Price QM US Small & Mid Cap Core Equity’s research-focused, quantitative approach is applied by solid squad of quants. The cheaper I share class maintains a Silver Morningstar Analyst Rating while the pricier Advisor and no-load share classes drop to Bronze.
T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX
NAV / 1-Day Return
15.76
/
0.51
%
Total Assets
124.9 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.
0.690%
Expense Ratio
0.690%
Fee Level
Low
Longest Manager Tenure
3.40
years
Category
US Fund Mid-Cap Blend
Investment Style
Mid GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.54%
Turnover
37%
Premium
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.
A deep bench of quants applies a disciplined approach to quantitative investing.
