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T. Rowe Price Institutional Mid-cap Equity Growth Fund: (MF: PMEGX)

(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET

$65.05 USD

-1.27 (-1.92%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 3.51 83
3 months -4.65 88
6 months 3.51 83
1 Year 10.28 81
3 Year 0.22 83
5 Year 7.81 83
10 Year 10.64 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 176.76
Bear Market (10/07 - 2/09) -49.22
Bull Market (2/09 - 3/21) 868.37

Load Adjusted Returns as of Jun 30, 2024

1 Year 10.28
5 Year 7.81
10 Year 10.64
Since Inception 11.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.56 -4.65 NA NA
2023 7.41 5.39 -4.75 11.86
2022 -11.57 -16.47 -4.08 8.46
2021 3.11 6.74 0.13 4.80
2020 -24.13 28.62 8.43 17.07
2019 16.91 7.26 -0.72 6.89

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.5120.61-23.1715.5123.8733.08-2.2326.026.946.9313.78
% Total Return Rel to Index -11.79-5.63-4.96-13.165.461.592.164.22-4.995.540.14
% Total Return Rel to Peer -7.15-2.38-3.47-6.543.954.664.625.34-0.878.535.58
% Perf Quintile vs Peer* 0.003.004.005.002.002.002.002.004.001.001.00
% Dividends 0.000.100.000.000.040.190.130.070.090.000.00
% Yield 0.000.140.000.000.040.280.230.110.180.000.00
Capital Gains ($) 0.004.340.929.463.182.934.903.360.392.683.09
Expense Ratio 0.000.610.610.610.610.610.610.610.610.610.61

* 1 = Top 20%, 5 = Bottom 20%