T. Rowe Price Instl US Structured Rsch 100 East Pratt Street Baltimore MD 21202 Map
Phone: 800-638-8797
| Category: | Large Blend | | Fund Family: | T. Rowe Price | | Net Assets: | 141.33M | | Year-to-Date Return: | -32.10% | | Yield: | 0.31% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Oct-07 |
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Anna M. Dopkin
Lead Manager since
31-Oct-07 | | | Dopkin is a portfolio manager with T. Rowe Price Associates, her employer since 1996. She started there as an equity analyst. Prior to that, for six and a half years, she worked at Goldman Sachs and Company in the mortgage securities department. Dopkin holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund generally remains fully invested and be sector neutral compared to the S&P 500 index. It normally invests majority of assets in large-capitalization U.S. common stocks, small- and mid-capitalization and foreign stocks may also be purchased in keeping with fund objectives. The fund may invest in futures and options from time to time to manage flows of cash into and out of the fund. |
| Last Dividend
(20-Dec-07):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.85% |
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| Expense | TRISX | Category Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$198 | $572 | | 5 Yr Expense Projection*: |
$N/A | $876 | | 10 Yr Expense Projection*: |
$N/A | $2,504 |
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