T Rowe Price Fund Quote
| TQSMX Fund | USD 23.50 0.11 0.47% |
Performance0 of 100
| Odds Of DistressLess than 22
|
T Rowe is trading at 23.50 as of the 18th of January 2025; that is 0.47 percent increase since the beginning of the trading day. The fund's open price was 23.39. T Rowe has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities issued by small- and mid-cap U.S. companies. The adviser expects to invest predominantly in common stocks. The adviser defines small- and mid-cap securities as those whose market capitalization, at the time of purchase, falls within the market capitalization range of the Russell 2500 Index.. More on T Rowe Price
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Moving against TQSMX Mutual Fund
TQSMX Mutual Fund Highlights
| Fund Concentration | T. Rowe Price Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, T. Rowe Price (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
T Rowe Price [TQSMX] is traded in USA and was established 18th of January 2025. T Rowe is listed under T. Rowe Price category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of T. Rowe Price family. This fund at this time has accumulated 378.08 M in assets with no minimum investment requirementsT Rowe Price is currently producing year-to-date (YTD) return of 3.89% with the current yeild of 0.01%, while the total return for the last 3 years was 9.34%.
Check T Rowe Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on TQSMX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding TQSMX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as T Rowe Price Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top T Rowe Price Mutual Fund Constituents
| MOH | Molina Healthcare | Stock | Health Care | |
| FCN | FTI Consulting | Stock | Industrials | |
| OHI | Omega Healthcare Investors | Stock | Real Estate | |
| FANG | Diamondback Energy | Stock | Energy | |
| SBNY | Signature Bank | Pink Sheet | Financials | |
| SCI | Service International | Stock | Consumer Discretionary | |
| VOYA | Voya Financial | Stock | Financials | |
| GLPI | Gaming Leisure Properties | Stock | Real Estate |
T Rowe Price Risk Profiles
| Mean Deviation | 0.8173 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.66 | |||
| Risk Adjusted Performance | (0.02) |
T Rowe Against Markets
Other Information on Investing in TQSMX Mutual Fund
T Rowe financial ratios help investors to determine whether TQSMX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in TQSMX with respect to the benefits of owning T Rowe security.
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