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T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

    Last Trade: $54.94 on 9/22/2017, Change: +0.33 (0.6%)

 

Graph of T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) ManagerFund Manager - Brian W.H. Berghuis

Fund Manager Information

Fund Manager Tenure: 21.2 years
Fund Family: T. Rowe Price
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.91)     (What does this score mean?)
Mr. Berghuis has been chairman of the committee.He started at T. Rowe Price in 1985 as an analyst following the retail sector, and he became a portfolio manager in 1992. Previously, Berghuis was a summer research associate at Dominion Securities Pitfield and spent two years at Kidder, Peabody & Co. as a deferred admission associate in utility corporate finance. Berghuis earned a BA, cum laude, from Princeton University's Woodrow Wilson School of Public and International Affairs. He also holds an MBA from Harvard Business School. Berghuis has earned the CFA designation.  Get more insights on Brian W.H. Berghuis

 

Graph of T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) ProfileT. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Profile

Fund Profile and Description

T. Rowe Price Instl Mid-Cap Equity Gr Fund seeks to provide long-term capital appreciation. T. Rowe Price Instl Mid-Cap Equity Gr Fund normally invests at least 80% of assets in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options.

 

T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund Strength What we like about T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

Data for T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) as of May 30, 2016

  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) management has been with T. Rowe Price Instl Mid-Cap Equity Gr Fund for 21.2 years
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has good short-term performance (1-year return 1.39% vs -5.73% Mid-Cap Growth category median performance)
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has good mid-term performance (3-year return 14.08% vs 8.38% Mid-Cap Growth category median performance)
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has good Long-term performance (5-year return 12.13% vs 7.70% Mid-Cap Growth category median performance)
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has an annual stock turnover rate of 39.60% vs Mid-Cap Growth average of 50.96%. It is good that T. Rowe Price Instl Mid-Cap Equity Gr management does not trade extensively for its return.
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.47, lower than category average of 13.49
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) has a lower expense ratio than its Mid-Cap Growth average: 0.61% vs 1.28%
  • T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Weakness What we are cautious about T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

Data for T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) as of May 30, 2016

See T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) performance details as of May 30, 2016

 

What do you think?

 

Compare T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Instl Mid-Cap Equity Gr2.931.3914.0812.13
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Net Asset TrackingT. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund Net Asset

Track net asset change of T. Rowe Price Instl Mid-Cap Equity Gr fund (PMEGX)

DateNet Asset
05/2016$5.21B
03/2016$4.91B
02/2016$4.86B
More historic net asset information on T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)

  

Graph of T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Portfolio TrackingT. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Instl Mid-Cap Equity Gr fund (PMEGX)

DateCashStockBondOther
03/20161.84%97.12%0%1.04%
12/20152.98%95.98%0%1.04%
09/20153.08%95.93%0%0.99%
Click here to see more historic asset allocation information on T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)

 

graph of T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

Discover what T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) manager is buying

Mar 30, 2016
Fiserv, Inc. [2.64%]
Willis Towers Watson Public Lim [1.99%]
VeriSign, Inc. [1.9%]
Norwegian Cruise Line Holdings [1.78%]
AutoZone, Inc. Common Stock [1.7%]
CarMax Inc [1.7%]
Teleflex Incorporated Common St [1.69%]
Roper Technologies, Inc. Common [1.57%]
Textron Inc. Common Stock [1.56%]
IDEX Corporation Common Stock [1.49%]

Dec 30, 2015
Fiserv, Inc. [2.49%]
Norwegian Cruise Line Holdings [1.86%]
VeriSign, Inc. [1.83%]
Textron Inc. Common Stock [1.75%]
Alkermes plc [1.73%]
CarMax Inc [1.69%]
Intuitive Surgical, Inc. [1.61%]
Roper Technologies, Inc. Common [1.56%]
AutoZone, Inc. Common Stock [1.53%]

Sep 29, 2015
Fiserv, Inc. [2.63%]
Norwegian Cruise Line Holdings [1.88%]
CarMax Inc [1.86%]
IHS Inc. IHS Inc. Class A Commo [1.76%]
Textron Inc. Common Stock [1.63%]
AutoZone, Inc. Common Stock [1.6%]
FNF Group of Fidelity National [1.54%]
VeriSign, Inc. [1.53%]
Global Payments Inc. Common Sto [1.49%]
Click here for Stock Holding Change Map in T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)

  

Latest News on T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

See what is happening with T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX)

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T. Rowe Price Instl Mid-Cap Equity Gr Fund (PMEGX) Related ResourcesSee more information on T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) Fund

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