TMSLs adviser builds a broad and diverse portfolio of small- and mid-cap stocks with either growth or value characteristics, subject to overall risk controls. Securities are selected based on various metrics and active, bottom-up portfolio construction. The adviser evaluates individual stocks based on relative valuation, profitability, stability, earnings quality, management capital allocation actions, returns on equity, capital expenditure, projected growth rates, and near-term appreciation potential in comparison to others. Additionally, stocks are also evaluated using metrics that utilize price in relation to earnings, book value, sales, and cash flow. The fund may have substantial investments in the information technology sector.

فئة الأصول

Equity

الجهة المصدرة

T. Rowe

موطن التسجيل

US

تاريخ التأسيس

14 يونيو 2023

عدد الحيازات

288

ISIN

US87283Q8261