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.
Will TQSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of TQSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.