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TRSSX T. Rowe Price Instl Small-Cap Stock

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Fund TRSSX T. Rowe Price Instl Small-Cap Stock
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Annual Fees
(0.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 16.07%
3 YR 7.89%
5 YR 17.40%
10 YR 9.49%
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 stocks of small companies. The advisor defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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