Morningstar

T. Rowe Price Funds OEIC - US Smaller Companies Equity Fund C Acc 1 GBP

Morningstar Medalist Rating
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Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return £10.81  /  +0.51 %
  • Fund Size £435.4M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category US Small-Cap Equity
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment £10,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will T. Rowe Price Funds OEIC - US Smaller Companies Equity Fund C Acc 1 GBP outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable T. Rowe Price Funds OEIC - US Smaller Companies Equity Fund C Acc 1 GBP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the T. Rowe Price Funds OEIC - US Smaller Companies Equity Fund C Acc 1 GBP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of T. Rowe Price Funds OEIC - US Smaller Companies Equity Fund C Acc 1 GBP’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price US Smlr Cm Eq C Acc 1 GBP holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PTC Inc

2.20 9M
Technology

Waters Corp

1.93 8M
Healthcare

Oscar Health Inc Class A

1.91 8M
Healthcare

US Foods Holding Corp

1.60 7M
Consumer Defensive

Packaging Corp of America

1.58 6M
Consumer Cyclical

Elanco Animal Health Inc

1.41 6M
Healthcare

JBT Marel Corp

1.38 6M
Industrials

SiteOne Landscape Supply Inc

1.32 5M
Industrials

AGCO Corp

1.31 5M
Industrials

TD Synnex Corp

1.29 5M
Technology

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