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Morningstar

T. Rowe Price QM US Sm&Md-Cp Cor Eq I TQSIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.85  /  1.15 %
  • Total Assets 342.8 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.75%
  • Turnover 15%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis TQSIX

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.

Still led by a respectable team.

Analyst

Summary

| by Paul Ruppe

T. Rowe Price QM U.S. Small & Mid Cap Core Equity remains in good hands after some recent personnel changes. Its well-resourced team and sensible quantitative approach earn the strategy a Morningstar Analyst Rating of Silver.

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