5 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 in Small Growth
U.S. News evaluated 219 Small 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 25.07 percent over the past year, 16.73 percent over the past three years, 23.81 percent over the past five years, and 11.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.3%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||11.1%|
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. It defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional Small Cap Stock Fund has an expense ratio of 0.68 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.