5 / 5 Stars
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Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth 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 34.12 percent over the past year, 15.05 percent over the past three years, 28.21 percent over the past five years, and 11.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.8%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||11.8%|
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. It defines mid-cap companies as those whose market capitalization (number of shares outstanding multiplied by share price) falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index. The fund may invest in foreign stocks in keeping with the fund's objectives.
Fees are Low compared to funds in the same category.
T. Rowe Price Institutional Mid Cap Equity Growth Fund has an expense ratio of 0.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.