4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Mid-Cap Blend
U.S. News evaluated 138 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 32.31 percent over the past year, 15.55 percent over the past three years, 28.18 percent over the past five years, and 10.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||10.1%|
The investment seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization U.S. stocks. The fund attempts to match the investment return of small- and mid-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the S&P Index. The S&P Index consists of primarily small- and mid-capitalization stocks and generally includes those U.S. stocks that are not included in the S&P 500 Stock Index. It uses a sampling strategy. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in its benchmark index.
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.