| 66.19 Net Asset Value | +0.75% 1 Day | +17.21% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.80% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.30% | 3 years | +16.10% | |
| 3 months | +5.70% | 5 years | +8.74% | |
| 1 year | +25.14% | Since inception | +13.59% |
| RPMGX | Category | |
|---|---|---|
| Performance 5-yr return | +8.74% | +6.62% |
| Expense ratio | 0.80% | 1.37% |
| Risk 5 year sharpe ratio | 0.46 | 0.32 |
| Net assets | $20.5B | $1.1B |
| Average market cap | $7.1B | $7.1B |
| Average P/E | 23.6 | 19.0 |
| Portfolio turnover | 30% | 30% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | Brian Berghuis / 20 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 15.58% |
| Industrial materials | 15.23% |
| Consumer service | 12.76% |
| Business service | 10.57% |
| Hardware | 9.74% |
| AME Ametek, Inc. | 1.72% |
| IHS IHS, Inc. Class A | 1.66% |
| IT Gartner, Inc. Class A | 1.62% |
| ROP Roper Industries, Inc. | 1.58% |
| XRAY DENTSPLY International, Inc. | 1.58% |
| FISV Fiserv, Inc. | 1.52% |
| KMX CarMax, Inc. | 1.50% |
| TXT Textron Inc | 1.48% |
| CPN Calpine Corp | 1.45% |
| PWR Quanta Services, Inc. | 1.35% |
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