About TQSAX
The T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Advisor Class is an open-end mutual fund focused on achieving long-term capital growth. This fund primarily invests at least 80% of its assets in equity securities of small- and mid-cap U.S. companies, as defined by the market capitalization range of the Russell 2500® Index, encompassing firms valued from tens of millions to over $20 billion. The portfolio is broadly diversified across sectors, with notable exposures to industries such as technology, healthcare, industrials, and real estate. The fund employs an integrated investment strategy, combining traditional fundamental research with quantitative modeling to identify candidates for inclusion. Selection criteria emphasize valuation, profitability, earnings quality, management capital allocation, and short-term momentum indicators. This approach seeks to capture the growth potential of dynamic, smaller U.S. companies while maintaining disciplined risk management. By targeting the heart of the U.S. small- and mid-cap equity market, the fund plays a distinct role for investors seeking diversified exposure to this segment, which can offer different growth characteristics and volatility profiles compared to large-cap equities.
Fund Family T. Rowe Price
Category Small Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TQSAX
Share Class -advisor Class
Index Russell 2500 TR
TQSAX had a total return of 16.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.58%.
