About PASSX
The T. Rowe Price Small-Cap Stock Fund Advisor Class is an actively managed mutual fund focused on delivering long-term capital growth by investing primarily in stocks of small U.S. companies. Managed by T. Rowe Price Associates, this fund is designed for investors seeking diversified exposure to the small-cap segment, with an emphasis on both growth and value-oriented stocks to help balance risk. The fund typically maintains a broad portfolio, encompassing a wide range of industries including communication services, healthcare, financial services, industrials, technology, and energy. By leveraging T. Rowe Price’s intensive in-house research, the fund aims to uncover investment opportunities that may be overlooked by others in the market. The Advisor Class is tailored for financial intermediaries and institutional clients, featuring a moderate expense ratio and a minimum initial investment. Its role in the financial market is to facilitate access to the dynamic small-cap sector, which historically has offered potential for higher growth compared to large-cap stocks, albeit with greater volatility. As of recent reports, the fund manages several billion dollars in assets and is overseen by an experienced portfolio management team.
Fund Family T. Rowe Price
Category Small Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol PASSX
Share Class T. Rowe Price Small-cap Stock Fund-advisor Class
Index Russell 2000 TR
PASSX had a total return of 9.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.30%.
