4 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#8 in Mid-Cap Blend
U.S. News evaluated 136 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 37.41 percent over the past year, 18.56 percent over the past three years, 19.66 percent over the past five years, and 10.33 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.2%|
|3 Years (Annualized)||18.6%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||10.3%|
The investment seeks to match the performance of the U.S. stocks not included in the S&P 500 Index. The fund seeks to match the performance of the U.S. stocks that are not included in the S&P 500 Index, which are primarily small- and mid-capitalization stocks. It uses the S&P Completion Index as its benchmark index to represent this universe. The fund uses a sampling strategy, investing substantially all of its assets in a group of stocks representative of the S&P Completion Index. It does not attempt to fully replicate the index by owning each of the stocks in the index. The index includes approximately 3,200 stocks.
Fees are Low compared to funds in the same category.
T. Rowe Price Extended Equity Market Index Fund has an expense ratio of 0.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.