Morningstar

T. Rowe Price Institutional Mid-Cap Equity Growth Fund PMEGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $54.63  /  +1.26 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.11%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis PMEGX

Will PMEGX 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 PMEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMEGX 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 PMEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Big shoes, capable feet.

Analyst David Carey

David Carey

Analyst

Summary

The T. Rowe Price Mid-Cap Growth strategy, which includes a Canadian subadvised vehicle and a separately managed account, remains an appealing option despite the retirement of its longtime lead manager.

by David Carey
Rated on Published on

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Portfolio Holdings PMEGX

More PMEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agilent Technologies Inc

3.10 67M
Healthcare

Snowflake Inc Ordinary Shares

2.53 55M
Technology

Mettler-Toledo International Inc

2.24 48M
Healthcare

Keysight Technologies Inc

1.95 42M
Technology

T. Rowe Price Gov. Reserve

1.77 38M
Cash and Equivalents

PTC Inc

1.76 38M
Technology

Aggregate Miscellaneous Equity

1.70 37M
—

Natera Inc

1.68 36M
Healthcare

Veeva Systems Inc Class A

1.66 36M
Healthcare

Yum Brands Inc

1.59 34M
Consumer Cyclical

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