Mutual Funds - Profile

T. Rowe Price Diversified Mid-Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index that exhibit accelerating growth characteristics. The process employs a bottom-up stock selection using fundamental research to look for companies with superior long-term appreciation prospects.

Next, the research team analyzes a company’s financial statements and management structure. The team also looks for attractive business niches, and a sustainable competitive advantage.

The portfolio is diversified to include dividend-paying stocks.

Normally the fund invests in mid-size companies but has the flexibility More

Price

  • Last Close
  • $41.46
    +0.45
  • 52 Week HL
  • $50.1 - $39.58
  • Net Assets
  • $2430 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Apr 01, 2021

Company Holding
Twilio 1.51
KLA 1.37
Roku 1.36
McKesson 1.35
Align Technology 1.33
Company Holding
Veeva Systems 1.33
Chipotle Mexican 1.28
Spotify Technology 1.27
Lululemon Athletica 1.26
The Trade 1.26
Total 13.32%

Manager

  • Name
  • Donald Peters
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-12 % YTD

  • 3 Year
  • 9.05%
  • 5 Year
  • 42.94%
  • Best
  • 35.15%
    2013
  • Worst
  • -12.04%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
RPTTX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -12% -0.4% -21.4% 19.4% 2.7% - - - - - -
Q2 - 9.9% 30.9% 5.8% 5.6% 2.3% - - - - -
Q3 - 6.2% 7.3% -1.5% 6.8% 4.5% - - - - -
Q4 - -7% 13.8% 6.3% -14% 5.4% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -15.6% - - - - - - - - - - -
2021 -0.4% 2.6% -2.4% 5.6% -2.2% 6.4% 2.2% 2.9% 0.9% 0.3% -3.5% -8.6%

Annual
Return

Index Comparison

Alpha

NAV