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

25.01
Net Asset Value
+0.44%
1 Day
+6.74%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.89%
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 net assets (including any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap growth companies. T. Rowe Price expects the earnings of these companies to grow at a faster rate than the average company. The managers define mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index.

Performance

1 month-0.95% 3 years+19.04%
3 months-0.04% 5 years+18.47%
1 year+13.31% Since inception+9.83%
Data through --

Peer Comparisonvs. Mid-cap growth

 PRDMXCategory
Performance 5-yr return+18.47%+14.47%
Expense ratio0.89%1.32%
Risk 5 year sharpe ratio1.111.03
Net assets$464.1M$1.4B
Average market cap$10.0B$9.7B
Average P/E26.525.7
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. stock88.54%
Fixed income6.30%
International stock3.61%
Cash1.55%
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 Fund6.26%
HBI HanesBrands Inc0.94%
SHW Sherwin-Williams Co0.91%
SBAC SBA Communications Corp0.90%
KMX Carmax Inc0.89%
AZO Autozone Inc0.87%
CCI Crown Castle International Corp0.83%
ROST Ross Stores Inc0.83%
ST Sensata Technologies Holding NV0.78%
ABC AmerisourceBergen Corp0.77%

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