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: | 351.95M | | Year-to-Date Return: | -30.43% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
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Gregory A. McCrickard
Lead Manager since
31-Mar-00 | | | Greg McCrickard is a Vice President of T. Rowe Price Group, Inc., and a Portfolio Manager in the Equity Division. He is President of the Small-Cap Stock Fund and Chairman of the funds Investment Advisory Committee. Prior to joining the firm in 1986, he was a Trust Officer at Wachovia Bank. Greg earned a B.A., with distinction, from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth College where he was an Edward Tuck Scholar |
| 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 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
(20-Dec-07):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 2.00 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 94.90% |
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| Expense | TRSSX | Category Avg | | Total Expense Ratio: | 0.71%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$227 | $588 | | 5 Yr Expense Projection*: |
$395 | $963 | | 10 Yr Expense Projection*: |
$883 | $1,924 |
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