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T. Rowe Price Extended Equity Market Idx (PEXMX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

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Graph of T. Rowe Price Extended Equity Market Idx Fund (PEXMX) ManagerFund Manager - E. Frederick Bair

Fund Manager Information

Fund Manager Tenure: 17.5 years
Fund Family: T. Rowe Price
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Mr. Bair has been chairman since 2004 and he joined T. Rowe Price in 1998.Bair is a vice president of T. Rowe Price and a portfolio manager and quantitative analyst in the Systematic Equity Group. He is responsible for the Series' U.S. small cap equity investments. Prior to joining the firm in 1998, Fred was an equity trader at Legg Mason. Bair holds the Chartered Financial Analyst designation and Certified Public Accountant designations.  Get more insights on E. Frederick Bair

 

Graph of T. Rowe Price Extended Equity Market Idx Fund (PEXMX) ProfileT. Rowe Price Extended Equity Market Idx Fund (PEXMX) Profile

Fund Profile and Description

T. Rowe Price Extended Equity Market Idx Fund seeks to match the performance of the U.S. stocks not included in the S&P 500 Index. T. Rowe Price Extended Equity Market Idx Fund invests substantially all of its assets in a group of stocks representative of the S&P Completion Index. It selects stocks in terms of industry, size, and other characteristics. For example, if technology stocks made up 15% of the S&P Completion Index, the fund would invest about 15% of assets in technology stocks with similar characteristics.

 

T. Rowe Price Extended Equity Market Idx (PEXMX) Fund Strength What we like about T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

Data for T. Rowe Price Extended Equity Market Idx Fund (PEXMX) as of May 30, 2016

  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) management has been with T. Rowe Price Extended Equity Market Idx Fund for 17.5 years
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has good Long-term performance (5-year return 9.02% vs 8.53% Mid-Cap Blend category median performance)
  • Asset base in T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has an annual stock turnover rate of 23.00% vs Mid-Cap Blend average of 60.70%. It is good that T. Rowe Price Extended Equity Market Idx management does not trade extensively for its return.
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has a lower expense ratio than its Mid-Cap Blend average: 0.38% vs 1.15%
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Extended Equity Market Idx Fund (PEXMX) Weakness What we are cautious about T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

Data for T. Rowe Price Extended Equity Market Idx Fund (PEXMX) as of May 30, 2016

  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has a less-than-ideal short-term performance (1-year return -6.05% vs -4.08% Mid-Cap Blend category median performance)
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has a less-than-ideal mid-term performance (3-year return 8.04% vs 8.11% Mid-Cap Blend category median performance)
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) ratio of up-years vs down years can be improved
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) has a Morningstar rating of 3 and below
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) is less safe compared to its Mid-Cap Blend peers
  • T. Rowe Price Extended Equity Market Idx Fund (PEXMX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.93 that is higher than category average of 12.56
See T. Rowe Price Extended Equity Market Idx Fund (PEXMX) performance details as of May 30, 2016

 

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Compare T. Rowe Price Extended Equity Market Idx Fund (PEXMX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Extended Equity Market Idx2.47-6.058.049.02
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare T. Rowe Price Extended Equity Market Idx Fund (PEXMX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of T. Rowe Price Extended Equity Market Idx Fund (PEXMX) Net Asset TrackingT. Rowe Price Extended Equity Market Idx (PEXMX) Fund Net Asset

Track net asset change of T. Rowe Price Extended Equity Market Idx fund (PEXMX)

DateNet Asset
05/2016$709.54M
03/2016$704.93M
02/2016$656.09M
More historic net asset information on T. Rowe Price Extended Equity Market Idx Fund (PEXMX)

  

Graph of T. Rowe Price Extended Equity Market Idx Fund (PEXMX) Portfolio TrackingT. Rowe Price Extended Equity Market Idx (PEXMX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Extended Equity Market Idx fund (PEXMX)

DateCashStockBondOther
03/201619.64%80.29%0%0.07%
12/201519.86%79.84%0%0.3%
09/201513.82%86.07%0%0.1%
Click here to see more historic asset allocation information on T. Rowe Price Extended Equity Market Idx Fund (PEXMX)

 

graph of T. Rowe Price Extended Equity Market Idx Fund (PEXMX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

Discover what T. Rowe Price Extended Equity Market Idx Fund (PEXMX) manager is buying

Mar 30, 2016
Tesla Motors, Inc. [0.49%]
Liberty Global PLC C [0.46%]
Las Vegas Sands Corp. Common St [0.35%]
Charter Communications, Inc. [0.33%]
BioMarin Pharmaceutical Inc. [0.31%]
Markel Corporation Common Stock [0.28%]
Palo Alto Networks, Inc. Common [0.28%]
LinkedIn Corporation Class A Co [0.28%]
Incyte Corporation [0.26%]
T-Mobile US, Inc. [0.26%]

Dec 30, 2015
LinkedIn Corporation Class A Co [0.53%]
Tesla Motors, Inc. [0.49%]
Liberty Global PLC Class C [0.48%]
Incyte Corporation [0.38%]
BioMarin Pharmaceutical Inc. [0.38%]
Las Vegas Sands Corp. Common St [0.37%]
Palo Alto Networks, Inc. Common [0.3%]
ServiceNow, Inc. Common Stock [0.28%]
Alkermes plc [0.28%]
T-Mobile US, Inc. [0.26%]

Sep 29, 2015
Tesla Motors, Inc. [0.55%]
Illumina, Inc. [0.55%]
Liberty Global PLC Class C [0.51%]
LinkedIn Corporation Class A Co [0.44%]
Incyte Corporation [0.42%]
BioMarin Pharmaceutical Inc. [0.41%]
Las Vegas Sands Corp. Common St [0.34%]
Palo Alto Networks, Inc. Common [0.31%]
Twitter, Inc. Common Stock [0.31%]
Charter Communications, Inc. [0.3%]
Click here for Stock Holding Change Map in T. Rowe Price Extended Equity Market Idx Fund (PEXMX)

  

Latest News on T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

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T. Rowe Price Extended Equity Market Idx Fund (PEXMX) Related ResourcesSee more information on T. Rowe Price Extended Equity Market Idx (PEXMX) Fund

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