- What does TQSMX invest in?
- At least 80% of this fund's total net assets, including any funds obtained through borrowing, are dedicated to investing in shares of U.S. companies with small to medium market capitalizations. The fund's manager primarily seeks to acquire common stock. For definitional purposes, small- and mid-cap companies are considered those whose market capitalization, at the time of acquisition, aligns with the scope of the Russell 2500® Index.
- What is the expense ratio of TQSMX?
- T. Rowe Price Integrated US SMCC Eq (TQSMX) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TQSMX?
- T. Rowe Price Integrated US SMCC Eq (TQSMX) manages $1.93B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is TQSMX actively managed or an index fund?
- TQSMX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TQSMX's is 0.88%) in exchange for the discretion to over- or under-weight positions.
- When was TQSMX launched?
- T. Rowe Price Integrated US SMCC Eq (TQSMX) launched in February 2016 and is managed by T. Rowe Price.
- How has TQSMX performed?
- TQSMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
