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

$63.80
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
T. Rowe Price Institutional Mid-Cap Equity Growth Fund 33 0.97 4.40% 4.97% 0.61%
U.S. Mid Cap 36 1.06 -1.41% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 16.36% 16.63% -0.27%
Year-to-Date 4.40% -1.41% 5.81%
1 Year 11.23% 7.15% 4.09%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.61%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$782

Real cost (fees + lost compounding)

$967

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-1.91%