T. Rowe Price Small-Cap Value
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-5660
| Category: | Small Blend | | Fund Family: | T. Rowe Price | | Net Assets: | 4.39B | | Year-to-Date Return: | 20.68% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-88 |
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Preston G. Athey
Lead Manager since
31-Aug-91 | | | Athey is the lead portfolio manager for T. Rowe Price's U.S. Small-Cap Value Strategy. He also serves on the Investment Advisory Committees of the U.S. Small-Cap Core and Tax-Efficient Strategies and is a vice president of T. Rowe Price Group, Inc. He has 31 years of investment experience, 30 of which have been at T. Rowe Price. He started at the firm in 1978 and spent several years on the Advisory Committees for several U.S. Small-Cap, U.S. Mid-Cap, and Science & Technology portfolios. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund will invest at least 80% of assets in companies with a market capitalization that is within or below the range of companies in the Russell 2000 index. While it invests most assets in U.S. common stocks, the fund may also purchase other securities including bonds, foreign stocks, futures, and options. |
| Last Dividend
(12-Dec-08):
| 0.27 | | Last Cap Gain
(12-Dec-08):
| 1.77 | | Annual Holdings Turnover
| 13.20% | | Average for Category:
| 95.63% |
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| Expense | PRSVX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 293 | $614 | | 5 Yr Expense Projection*: |
$ 509 | $991 | | 10 Yr Expense Projection*: |
$ 1,131 | $1,998 |
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2.03% Nasdaq 
0.08 (0.29%) 
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