T. Rowe Price Diversified Sm Cap GrowthPRDSX

Morningstar Rating

Fund Research and Analysis

by Harry Milling

T. Rowe Price Diversified Small Cap Growth's quant approach is flexible enough to be worth considering.

There are many funds that use a quantitative model to pick stocks, but this one is able to avail itself of T. Rowe's famed army of more than 40 Read more

Kudos

Uses the advantages of a solid quant model as well as T. Rowe's renown analyst staff.

Diversified portfolio limits volatility. Read more

Risks

Any quant model is limited by historical data, and it may not capture the risks of stocks it favors that are not are not covered by T. Rowe analysts.

The model's balance sheet criteria can result in returns lagging when the market favors poor-quality firms. Read more

Strategy

This quantitative fund aims for stability through diversification and patience. Its investment score is 40%-45% valuation, 20%-25% momentum, and 20%-25% earnings quality. Its portfolio can hold upward Read more

Management

Sudhir Nanda manages the day-to-day operations of the fund. He developed the quantitative models behind this fund's strategy, and he works with T. Rowe Price's analysts on individual company research when his models and the analysts disagree on a company Read more

Inside Scoop

This fund's current manager employs a straightforward quantitative strategy, which places less emphasis on momentum than most models built for this asset class. The manager Read more

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