| 42.42 Net Asset Value | -0.16% 1 Day | +8.30% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 0.97% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.30% | 3 years | +12.57% | |
| 3 months | +4.82% | 5 years | +8.29% | |
| 1 year | +18.27% | Since inception | +12.02% |
| PRSVX | Category | |
|---|---|---|
| Performance 5-yr return | +8.29% | +7.67% |
| Expense ratio | 0.97% | 1.34% |
| Risk 5 year sharpe ratio | 0.49 | 0.42 |
| Net assets | $8.4B | $744.9M |
| Average market cap | $1.1B | $1.9B |
| Average P/E | 16.9 | 17.4 |
| Portfolio turnover | 5% | 5% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | Preston Athey / 21 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 21.89% |
| Industrial materials | 20.99% |
| Business service | 13.71% |
| Hardware | 8.86% |
| Consumer service | 6.78% |
| DDD 3D Systems Corporation | 2.43% |
| GWR Genesee & Wyoming, Inc. Class A | 1.86% |
| LSTR Landstar System, Inc. | 1.73% |
| PRA Proassurance Corporation | 1.70% |
| AAN Aaron's, Inc. | 1.59% |
| RAVN Raven Industries, Inc. | 1.43% |
| CRS Carpenter Technology Corporation | 1.12% |
| IOSP Innospec, Inc. | 1.07% |
| KRC Kilroy Realty Corporation | 1.02% |
| MKL Markel Corporation | 0.96% |
.
