SubadvisorWellington Management Company LLP
T. Rowe Price Associates, Inc.
Morningstar CategoryLarge Blend
- Donald J. Kilbride | Wellington Management Company LLP| Managed the fund since March 2017
- John D. Linehan, CFA | T. Rowe Price Associates, Inc.| Managed the fund since March 2017
This Fund seeks growth of capital over the long-term.
The investment seeks to achieve long-term growth of capital by investing primarily in a diversified portfolio of equity securities of smaller companies that the Fund's subadvisers consider to be undervalued. Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index or the S&P SmallCap 600 Index.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Convertible Securities Risk, Derivatives Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation Risk, Value Company Risk. Please refer to the summary prospectus (a copy can be obtained by sending an email to firstname.lastname@example.org) for more information on the specific risks.