T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX) Research

The fund's core objective is to achieve substantial capital appreciation over an extended period. Typically, the fund allocates at least 80% of its net assets, including any capital acquired through borrowing for investment, to the equity securities of small companies. The management team defines a small company based on its market capitalization. Such companies must either possess a market cap that falls within or below the current range of constituents in the Russell 2000® Index or the S&P SmallCap 600 Index. Alternatively, a company is categorized as small if its market capitalization is less than the three-year average maximum market capitalization of firms within either index, using data as of December 31 for the three preceding years.

Market snapshot

Symbol
PASSX
Price
$64.17
Day change
+2.17%
Market cap
$8.8B
52-week range
53.94-64.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Partners Fund Institutional Shares (BPTIX)
  • Massachusetts Financial Research Fund A (MFRFX)
  • MFS Series Trust X- MFS International Growth Fund A (MGRAX)
  • Neuberger Berman Genesis Fund Trust Class (NBGEX)
  • Neuberger Berman Genesis Fund Institutional Class (NBGIX)
  • Neuberger Berman Genesis Fund Investor Class (NBGNX)
  • T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
  • Nuveen Lifecycle Index 2050 Fund R6 (TLLIX)

Open T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.