T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX)

25.10
Net Asset Value
-1.14%
1 Day
+7.13%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.91%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its assets (including any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap companies. The top 25 holdings will not constitute a large portion of assets. While it invests most assets in U.S. common stocks, the fund may also invest in foreign stocks in keeping with the fund's objectives.

Performance

1 month+1.13% 3 years+17.79%
3 months+9.18% 5 years+15.62%
1 year+20.27% Since inception+9.89%
Data through --

Peer Comparisonvs. Mid-cap growth

 PRDMXCategory
Performance 5-yr return+15.62%+14.47%
Expense ratio0.91%1.33%
Risk 5 year sharpe ratio1.020.95
Net assets$433.4M$1.4B
Average market cap$9.6B$9.4B
Average P/E25.825.6
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureDonald Peters / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock87.39%
Fixed income7.49%
International stock3.65%
Cash1.46%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 14.91%
Consumer service 14.22%
Hardware 11.75%
Healthcare 11.16%
Business service 9.57%
Top 10 Holdings
Portfolio weighting
PRWBX T. Rowe Price Short Term Bond Fund7.41%
KMX Carmax Inc0.98%
SHW Sherwin-Williams Co0.96%
SBAC SBA Communications Corp0.91%
HBI HanesBrands Inc0.89%
ROST Ross Stores Inc0.85%
AZO Autozone Inc0.84%
CCI Crown Castle International Corp0.84%
ST Sensata Technologies Holding NV0.76%
ORLY O'Reilly Automotive Inc0.71%

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