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.
Will TQSMX 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 TQSMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TQSMX 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 TQSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.