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T. Rowe Price New Horizons

 (MUTF:PRNHX)   Watch this mutual fund
Find more results for PRNHX

Performance

Trailing returns

1 day
   
-1.99%  
1 week
   
-0.21%  
4 week
   
-3.51%  
3 month   +8.28%
   
YTD   +35.98%
   
1 year   +61.04%
   
3 years*
   
-4.01%  
5 years*   +2.48%
   
*annualized
Best 3 month return+40.77%  
Worst 3 month return-37.64%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.37B 
Front load-  
Deferred load-  
Expense ratio0.84%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash3.22%  
Stocks95.46%  
Bonds0.00%  
Other1.33%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$0  
AIP Additional$50  
24.09 -0.10 (-0.41%)
Nov 20, 8:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth. The fund will invest primarily in a diversified group of small, emerging growth companies, preferably early in the corporate life cycle before a company becomes widely recognized by the investment community. It may also invest in companies that offer the possibility of accelerating earnings growth because of rejuvenated management, new products, or structural changes in the economy. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options.
Fund filings (PDF) »
Asset manager:
John H. Laporte (Started: Sep 30, 1987)
Advisor Company:
T. Rowe Price Associates, Inc.
Fund family reports on Morningstar »
100 East Pratt Street, Baltimore MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 11.28 1.47 3.22 7.78
Beta* 1.03 0.93 1.18 1.22
Mean annual return 1.97 -0.18 0.38 0.63
R-squared* 85.88 96.90 86.51 63.97
Standard deviation 26.35 23.29 20.12 24.61
Sharpe ratio 0.89 -0.19 0.08 0.19
* Against standard index

Top 10 holdings

Security Net Assets  
Henry Schein, Inc. (HSIC) 3.64%  
T. Rowe Price Reserve 3.22%  
FMC Technologies, Inc. (FTI) 2.61%  
O'Reilly Automotive, Inc. (ORLY) 2.13%  
FactSet Research Systems, Inc. (FDS) 2.05%  
NII Holdings, Inc. (NIHD) 2.03%  
Global Payments, Inc. (GPN) 1.70%  
Roper Industries, Inc. (ROP) 1.67%  
Waste Connections, Inc. (WCN) 1.28%  
Panera Bread Company, Inc. A (PNRA) 1.25%