T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund I Class TQSIX
Strategy
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small- and mid-cap U.S. companies. The adviser expects to invest predominantly in common stocks. The adviser defines small- and mid-cap securities as those whose market capitalization, at the time of purchase, falls within the market capitalization range of the Russell 2500® Index.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
TQSAX | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Advisor Class | No Load | Open | $6.57M | 1.150% | Average | $2,500 | $6.13M | |||
TQSMX | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund | No Load | Open | $591.44M | 0.880% | Below Average | $2,500 | $98.84M | |||
TQSIX | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund I Class | Institutional | Open | $1.62B | 0.690% | Low | $500,000 | $885.34M |