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

23.42
Net Asset Value
+0.82%
1 Day
-0.04%
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-1.26% 3 years+17.13%
3 months+5.10% 5 years+17.35%
1 year+14.54% Since inception+9.51%
Data through --

Peer Comparisonvs. Mid-cap growth

 PRDMXCategory
Performance 5-yr return+17.35%+14.76%
Expense ratio0.91%1.35%
Risk 5 year sharpe ratio1.020.95
Net assets$376.1M$1.3B
Average market cap$9.1B$9.3B
Average P/E25.124.4
Portfolio turnover18%18%

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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. stock90.56%
Fixed income5.30%
International stock2.82%
Cash1.32%
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 Bond5.57%
HBI Hanesbrands Inc0.96%
SBAC SBA Communications Corp0.95%
CCI Crown Castle International Corp0.91%
SHW Sherwin-Williams Co0.89%
ROST Ross Stores Inc0.83%
KMX CarMax Inc0.80%
AZO AutoZone Inc0.77%
RRC Range Resources Corp0.75%
DISCK Discovery Communications Inc0.72%

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