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The investment seeks to maximize capital appreciation. The fund invests at least 80% of its assets in a diversified group of domestic stocks of medium-sized companies: companies traded on U.S. securities markets with market capitalizations, at the time of purchase, in the range of companies included in the Russell Midcap® Growth Index or the S&P MidCap 400® Index. It may also invest in large and small-cap companies. The fund may invest in foreign stocks, including those in emerging markets, up to 10% of its total assets.
Name | Title | Since | Until |
---|---|---|---|
Donald J. Peters | Portfolio Manager | 2004 | Now |
Biography | Mr. Peters has been co-portfolio manager of the fund since the fund’s inception in 2023. He joined the Firm in 1993, and his investment experience dates from 1986. He has served as a portfolio manager with the Firm throughout the past five years. | ||
Donald J. Easley | Chairman | 2009 | 2021 |
Biography | Don Easley is a portfolio manager in the U.S. Equity Division of T. Rowe Price for the US Tax-Efficient and US Structured Active Mid-Cap Growth Equity Strategies. Mr. Easley is an executive vice president and cochairman of the Investment Advisory Committee of the US Structured Active Mid-Cap Growth Equity Strategy. He is a vice president of T. Rowe Price Group, Inc. Mr. Easley has been in the investment industry since 1999 and has been with T. Rowe Price since 2000. Prior to joining the firm in 2000, he was a credit analyst with The Bank of New York. Mr. Easley earned a B.A. in economics from Swarthmore College and an M.B.A. in finance and accounting from the University of Chicago. He has also earned the Chartered Financial Analyst designation. |
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