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獲取優惠
83.040
-0.350
-0.42%
20/12 - 關閉. USD 貨幣
種類:
基金
市場:
盧森堡
國際證券識別碼(ISIN):
LU0133096635
資產類別:
股票
- 晨星評級:
- 總資產: 4.99B
T. Rowe Price Funds SICAV - US Smaller Companies E
83.040
-0.350
-0.42%
0P00000SSF綜觀
你可在本頁找到深入的普信美國小型公司股票基金 A USD公司檔案，包括0P00000SSF的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
透過其投資價值的增長，長遠而言提高其股份價值。基金以主動方式管理及主要投資於美國小型公司股票的廣泛多元化投資組合。儘管基金不以可持續投資為目標，惟將通過基金承諾維持將其投資組合的價值至少10%投資於可持續投資，以實現推動環境及社會特徵。投資經理實施以下投資策略：剔除篩選、可持續投資持倉及積極所有權。本公開說明書的基金可持續發展附件進一步闡明了如何推動環境及社會特徵的詳情。基金主要投資於在美國註冊成立或在美國經營其大部分業務，且於買入時市值等於或低於羅素2500指數的公司的股票及股本相關證券。證券類型可包括普通股、優先股、認股權證、美國預託證券(ADR)、歐洲預託證券(EDR)及環球預託證券(GDR)。在尋求實現基金目標時，基金亦可以輔助形式投資於第66頁開始的「一般投資權力及限制」一節所述的其他合資格證券。截至本公開說明書日期，可能包括在限制以上額外投資於房地產投資信託基金(REITs)或來自其他國家的合資格證券。有關此基金的投資並無考慮歐盟有關環境可持續發展經濟活動的標準。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Matt Mahon | - | 2023 | now |
| Curt J Organt | Portfolio Manager | 2019 | now |
| 自傳 | Curt Organt is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is the associate portfolio manager of the Small-Cap Stock Fund. Curt is a vice president of the Small-Cap Stock, Small-Cap Value, QM U.S. Small-Cap Growth Equity, and New America Growth Funds and vice president of T. Rowe Price International Funds, Inc. Prior to joining the firm in 1995, he served as a financial analyst and marketing analyst at DAP Products, Inc. Curt earned a B.S. in finance and philosophy at La Salle University and an M.B.A. at Wake Forest University. | ||
| Ryan Burgess | - | 2016 | 2019 |
| Frank M. Alonso | Portfolio Manager | 2013 | 2016 |
| 自傳 | Francisco (Frank) M. Alonso joined T. Rowe Price Associates in 2000 and is currently a Vice President of T. Rowe Price Group and T. Rowe Price Associates. He is also the portfolio manager for the Small-Cap Stock Fund. From 2013 to September 2016 Frank ran the US Smaller Companies Equity Fund (SICAVS) and was the Associate PM for the Small-Cap Stock Fund. Prior to 2013 he worked as an investment analyst in TRP’s U.S. Equity Division covering discount stores, soft goods retailing and hard goods under the consumer industry. | ||
| John David Wagner | Vice President | 2008 | 2013 |
| 自傳 | David Wagner is a portfolio manager in the U.S. Equity Division of T. Rowe Price. Mr. Wagner has 13 years of investment experience, 12 of which have been with T. Rowe Price. He joined the firm in 2000 after serving as a summer intern at T. Rowe Price in 1999, covering senior living companies. Prior to this, Mr. Wagner was employed as an associate analyst in the antitrust area by National Economic Research Associates Inc. Mr. Wagner earned a B.A., summa cum laude, in economics from the College of William and Mary and an M.B.A. from the Darden Graduate School of Business, University of Virginia | ||
| Gregory A. McCrickard | Chairman | 2001 | 2008 |
| 自傳 | Greg McCrickard is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is also a portfolio manager in the U.S. Equity Division and a member of the Equity Steering Committee. Greg is president of the Small-Cap Stock Fund and chairman of the fund's Investment Advisory Committee. In addition, he is a vice president and Investment Advisory Committee member of the Mid-Cap Value and Small-Cap Value Funds. Prior to joining the firm in 1986, he was a trust officer at Wachovia Bank. | ||
| Preston G. Athey | Chairman | 2001 | 2004 |
| 自傳 | Preston Athey is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company and a small-company portfolio manager in the U.S. Equity Division. Preston is an Investment Advisory Committee member of four small- and mid-cap funds, and for 23 years until 2014, he was president and portfolio manager of the Small-Cap Value Fund. Prior to joining the firm in 1978, he was a contract administrator on Admiral H.G. Rickover's staff at the U.S. Atomic Energy Commission. Preston earned a B.A. in economics from Yale University and an M.B.A. from Stanford University. He has also earned the Chartered Financial Analyst (CFA) designation and is a Chartered Investment Counselor (CIC). Outside of T. Rowe Price, Preston is chairman of the Board of The Hill School, a college preparatory boarding school in Pottstown, PA. | ||
| Hugh M. Evans | Portfolio Manager | 2001 | 2004 |
| 自傳 | Hugh M. Evans III is lead portfolio manager for T. Rowe Price Distribution Management Services and manages the Strategic Partners Private Equity Fund. He also has portfolio management responsibilities for the U.S. Small-Cap strategies. Mr. Evans is a vice president of T. Rowe Price Group, Inc. Mr. Evans has 18 years of investment experience, 16 of which have been at T. Rowe Price. Prior to joining the firm in 1992, he was a financial analyst with Morgan Stanley & Co. in their Mergers and Acquisitions Department. Mr. Evans earned a B.A. in psychology, with distinction, from the University of Virginia, where he was a Jefferson Scholar. He holds an M.B.A. in finance from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar. Mr. Evans also has earned the Chartered Financial Analyst accreditation. In addition, Mr. Evans is chairman of the Catholic Charities of Maryland Investment Committee. | ||
| Joseph M. Milano | Chairman | 2001 | 2004 |
| 自傳 | Milano is a chairman of the committee and member of investment advisory committee with T. Rowe Price.He joined T. Rowe Price in 1996. | ||
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