T. Rowe Price Instl Small-Cap Stock
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-8797
| Category: | Small Blend | | Fund Family: | T. Rowe Price | | Net Assets: | 285.05M | | Year-to-Date Return: | 24.58% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
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Gregory A. McCrickard
Lead Manager since
31-Mar-00 | | | McCrickard is the lead portfolio manager for the firm's U.S. Small-Cap Core Strategy and a vice president of T. Rowe Price Group, Inc. McCrickard has 24 years of investment experience, 22 of which have been at T. Rowe Price. He started at the firm in 1986 as an investment analyst and began managing portfolios in 1992. Prior to joining T. Rowe Price, McCrickard was a trust officer at Wachovia Bank. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of assets 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. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options. |
| Last Dividend
(17-Dec-08):
| 0.01 | | Last Cap Gain
(17-Dec-08):
| 0.17 | | Annual Holdings Turnover
| 37.30% | | Average for Category:
| 92.45% |
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| Expense | TRSSX | Category
Avg | | Total Expense Ratio: | 0.74%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 237 | $618 | | 5 Yr Expense Projection*: |
$ 411 | $996 | | 10 Yr Expense Projection*: |
$ 918 | $2,008 |
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0.83% Nasdaq 0.00%
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