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Investment Objective
The portfolio seeks to provide long‐term growth of capital by investing primarily in the common stocks and American Depository Receipts (ADRs) of common stocks of companies operating in sectors T. Rowe Price believes will be the fastest growing in the United States and outside the United States.
Past performance cannot guarantee future results.
Time Periods greater than one year are annualized.
1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Actual fees may vary. Returns include reinvestment of dividends and capital gains. Performance periods for the US All-Cap Opportunities Equity SMA Composite prior to June 1, 2023 have been linked to the US All Cap Opportunities Equity Composite. Gross performance returns for the periods prior to June 1, 2023 are presented before management and all other fees, where applicable, but after trading expenses. Gross performance returns for the periods after June 1, 2023 are presented before the deduction of expenses and all other fees but may include transaction costs. Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the gross composite returns. Returns reflect the reinvestment of dividends and are net of all non-reclaimable withholding taxes on dividends, interest income, and capital gains. The portfolio managers may have changed over time but those changes did not have a material impact on the strategy’s objective. The institutional composite and the SMA may have differences in portfolio construction but any such differences did not materially impact performance results
Benchmark: Custom Benchmark - All Cap Opportunities - Effective March 1, 2021, the benchmark for the composite changed to Russell 3000 Index. Prior to this change, the primary benchmark for the composite was the Russell 1000 Growth Index. Historical benchmark representations have not been restated.
Your account returns may differ from the composite returns shown due to various reasons that may include, but are not limited to, differences in timing of trades, rounding of shares, timing of cash flows and/or any client-imposed restrictions or customizations.
See the GIPS® Composite Report located in the Fact Sheet for additional information.
Past performance cannot guarantee future results.
Time Periods greater than one year are annualized.
1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Actual fees may vary. Returns include reinvestment of dividends and capital gains. Performance periods for the US All-Cap Opportunities Equity SMA Composite prior to June 1, 2023 have been linked to the US All Cap Opportunities Equity Composite. Gross performance returns for the periods prior to June 1, 2023 are presented before management and all other fees, where applicable, but after trading expenses. Gross performance returns for the periods after June 1, 2023 are presented before the deduction of expenses and all other fees but may include transaction costs. Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the gross composite returns. Returns reflect the reinvestment of dividends and are net of all non-reclaimable withholding taxes on dividends, interest income, and capital gains. The portfolio managers may have changed over time but those changes did not have a material impact on the strategy’s objective. The institutional composite and the SMA may have differences in portfolio construction but any such differences did not materially impact performance results
Benchmark: Custom Benchmark - All Cap Opportunities - Effective March 1, 2021, the benchmark for the composite changed to Russell 3000 Index. Prior to this change, the primary benchmark for the composite was the Russell 1000 Growth Index. Historical benchmark representations have not been restated.
Your account returns may differ from the composite returns shown due to various reasons that may include, but are not limited to, differences in timing of trades, rounding of shares, timing of cash flows and/or any client-imposed restrictions or customizations.
See the GIPS® Composite Report located in the Fact Sheet for additional information.
Past performance cannot guarantee future results.
Figures are calculated using monthly data and are net of fees.
