T. Rowe Price Institutional Small-Cap Stock Fund (TRSSX) Research

The T. Rowe Price Institutional Small-Cap Stock Fund is primarily dedicated to investing in small-capitalization companies, allocating a minimum of 80% of its total net assets (including any capital acquired through borrowing for investment purposes) to their stock. The fund manager defines a "small company" based on its market value: a company qualifies if its market capitalization falls within or below the current range of firms included in either the Russell 2000® Index or the S&P SmallCap 600 Index. Alternatively, it also qualifies if its market value is lower than the three-year average of the highest market capitalization of companies within those indices, determined as of December 31 for the three preceding years. While the portfolio predominantly consists of common shares of U.S. companies, the fund retains the flexibility to invest in international equities to meet its investment objectives.

Market snapshot

Symbol
TRSSX
Price
$28.14
Day change
+2.18%
Market cap
$4.8B
52-week range
23.87-28.14
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Growth Fund (BGRFX)
  • First Eagle Gold Fund (FEGIX)
  • The Hartford MidCap Fund (HMDCX)
  • Parnassus Endeavor Fund (PARWX)
  • Parnassus Funds - Parnassus Endeavor Fund (PFPWX)
  • T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX)
  • T. Rowe Price New Era Fund (PRNEX)
  • T. Rowe Price Balanced Fund (RPBAX)

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