TQSAX – T. Rowe Price Integrated US SMCC Eq Adv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small- and mid-cap U.S. companies. The adviser expects to invest predominantly in common stocks. The adviser defines small- and mid-cap securities as those whose market capitalization, at the time of purchase, falls within the market capitalization range of the Russell 2500® Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TQSAX	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Advisor Class	No Load	Open			Feb 26, 2016	$6.91M	1.150%	Average	$2,500	$6.52M
TQSMX	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund	No Load	Open			Feb 26, 2016	$573.13M	0.880%	Below Average	$2,500	$96.95M
TQSIX	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund I Class	Institutional	Open			Feb 26, 2016	$1.54B	0.690%	Low	$500,000	$836.63M

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