Is the T Rowe Price small-cap stock fund still open?
Although the T. Rowe Price Small-Cap Stock Fund has been closed to new retail investors since Dec. 31, 2013, existing investors may still make contributions. As of December 20, 2021, the fund has assets totaling almost $11.38 billion invested in 295 different holdings.
How does TMRT Rowe Price small cap fund compare to its benchmark?
T. Rowe Price benchmarks the fund to the Russell 2000 Index, which tracks performance of the small-cap segment of the U.S. equity universe. On a three- and five-year basis, the fund has outperformed its benchmark. Although small caps are generally considered high-growth investments, there are also value opportunities among smaller companies.
What does T Rowe Price do for investors?
She acts as a proxy for equity portfolio managers with institutional clients, consultants, and prospects and supports the U.S. small- and mid-cap equity strategies and the Global Real Estate Equity and US Real Estate Equity Strategies. She also is a vice president of T. Rowe Price Group, Inc.
Should small-cap stocks be part of a diversified portfolio?
For those reasons, small-cap stocks are considered must-haves in a diversified portfolio. In fact, many investment professionals prefer a tilt toward small-cap stocks. Although the T. Rowe Price Small-Cap Stock Fund has been closed to new retail investors since Dec. 31, 2013, existing investors may still make contributions.
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A worthy small-cap offering
T. Rowe Price Small-Cap Stock’s capable manager, deep supporting analyst team, and disciplined approach earn it a Morningstar Analyst Rating of Silver.
Why are small cap stocks considered must haves?
For those reasons, small-cap stocks are considered must-haves in a diversified portfolio. In fact, many investment professionals prefer a tilt toward small-cap stocks.
When did John McCrickard join T Rowe Price?
He joined T. Rowe Price in 1992, and was an equity analyst before his promotion to fund manager. He relies on the firm’s large team of analysts, which includes specialized expertise in small- and mid-cap stocks. In addition, some of the analysts who collaborate closely with McCrickard have expertise in particular sectors.
Is small cap stock investment risky?
While all stock investing is inherently risky, small-cap equities have risks beyond those of larger companies. According to T. Rowe Price’s fund literature, “Small companies tend to have less experienced management, unpredictable earnings growth, and limited product lines, which can cause their share prices to fluctuate more than those of larger firms.”
Is a small cap a high growth investment?
Although small caps are generally considered high-growth investments, there are also value opportunities among smaller companies. According to fund literature, “By combining growth- and value-focused investment strategies, the fund should be less volatile than one using a growth-only approach.”.
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Strategy
The fund seeks long-term capital growth by investing primarily in small companies whose common stocks are believed to be undervalued.
Investment Objective
The fund seeks long-term capital growth by investing primarily in small companies whose common stocks are believed to be undervalued.
