5 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#6 in Small Growth
U.S. News evaluated 213 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 17.88 percent over the past year, 15.49 percent over the past three years, 12.04 percent over the past five years, and 12.13 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.6%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||12.1%|
The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. Holdings will be widely diversified by industry and company. It may invest less than 1.5% of assets in any single company. Stock selection may reflect either a growth or value investment approach. The fund may invest in foreign stocks in keeping with the fund's objectives. It may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional Small Cap Stock Fund has an expense ratio of 0.70 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.