T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.21: the stock has moved about 21% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerT. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) trades at $51.40. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for TQAIX: TQAIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) Financial Services Profile
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) focuses on long-term capital appreciation through investments in small-cap U.S. growth companies. Utilizing the MSCI US Small Cap Growth Index as a benchmark, the fund targets companies exhibiting growth characteristics within the U.S. small-cap market, offering investors exposure to this segment.
What Is the Investment Thesis for TQAIX?
TQAIX presents an investment opportunity for those seeking exposure to the small-cap growth segment of the U.S. equity market. The fund's strategy of investing at least 80% of its assets in companies within the MSCI US Small Cap Growth Index provides a focused approach to this market segment. With a market capitalization of $8.65 billion and a beta of 1.21, the fund demonstrates a moderate level of volatility relative to the broader market. The absence of a dividend yield suggests a focus on capital appreciation rather than income generation. Key to the fund's success will be its ability to identify and invest in small-cap companies with strong growth potential. The ongoing economic recovery and favorable market conditions for small-cap stocks could serve as catalysts for the fund's performance. However, potential risks include market volatility and the challenges of identifying and selecting successful small-cap companies.
Based on FMP financials and quantitative analysis
TQAIX Key Highlights
The fund maintains a focus on long-term capital growth, aligning with investors seeking appreciation over income.
- TQAIX invests primarily in common stocks of small-cap U.S. growth companies, targeting a specific market segment.
- The fund benchmarks its small-cap holdings against the MSCI US Small Cap Growth Index, providing a clear performance reference.
- With a beta of 1.21, the fund exhibits moderate volatility compared to the overall market.
- The fund's market cap is $8.65B.
Who Are TQAIX's Competitors?
TQAIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| HSWYX Hartford Schroders International Stock Fund Class Y | $23.35 | +0.65% | $9.38B | — |
| MGRAX MFS Series Trust X- MFS International Growth Fund A | $49.05 | +1.51% | $8.91B | — |
| MGRDX MFS International Growth R6 | $49.48 | +1.50% | $8.99B | — |
| NBGEX Neuberger Berman Genesis Fund Trust Class | $58.67 | +1.03% | $7.42B | — |
| NBGIX Neuberger Berman Genesis Fund Institutional Class | $58.92 | +0.29% | $7.24B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TQAIX's Key Strengths?
Experienced management team with a proven track record.
- Disciplined investment process focused on long-term growth.
- Established brand reputation of T. Rowe Price.
- Access to extensive research resources.
What Are TQAIX's Weaknesses?
Dependence on the performance of small-cap growth stocks.
- Higher expense ratio compared to some passive investment options.
- Potential for increased volatility due to the nature of small-cap stocks.
- Susceptibility to market downturns.
What Are the Key Risks for TQAIX?
Market volatility and fluctuations in small-cap stock prices.
- Economic downturns and recessions.
- Changes in investor sentiment and risk aversion.
- Increased competition from other asset management firms.
- Regulatory changes and compliance costs.
What Are TQAIX's Competitive Advantages?
- Established brand reputation of T. Rowe Price.
- Experienced investment team with expertise in small-cap growth stocks.
- Disciplined investment process focused on long-term capital appreciation.
What Does TQAIX Do?
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) is an actively managed fund seeking long-term growth of capital. Established with the goal of providing investors access to the potential of small-cap growth companies, the fund primarily invests in common stocks of U.S. based companies. The fund adheres to a strategy of investing at least 80% of its net assets in equity securities issued by small-cap growth companies. These companies are defined as those whose market capitalization falls within the range of companies included in the MSCI US Small Cap Growth Index at the time of purchase. The fund's investment approach involves identifying companies that exhibit strong growth characteristics, with the aim of outperforming the benchmark index over the long term. The fund is managed by T. Rowe Price, a global investment management firm with a long history of providing investment solutions to individuals and institutions. TQAIX offers investors a way to participate in the potential upside of small-cap growth stocks while benefiting from the expertise and resources of a well-established asset management firm.
What Products and Services Does TQAIX Offer?
- Invests primarily in common stocks of small-cap U.S. growth companies.
- Aims for long-term growth of capital.
- Targets companies within the MSCI US Small Cap Growth Index range.
- Manages assets on behalf of individual and institutional investors.
- Conducts research and analysis to identify promising investment opportunities.
- Monitors portfolio performance and makes adjustments as needed.
How Does TQAIX Make Money?
- Generates revenue through management fees charged on assets under management.
- Attracts investors by offering a focused investment strategy in small-cap growth stocks.
- Utilizes a team of investment professionals to manage the fund's portfolio.
What Industry Does TQAIX Operate In?
TQAIX operates within the asset management industry, which is characterized by a diverse range of investment products and strategies. The industry is influenced by market trends, economic conditions, and regulatory changes. The competitive landscape includes both large, established asset managers and smaller, specialized firms. TQAIX differentiates itself by focusing on small-cap U.S. growth companies. The asset management industry is experiencing growth driven by increasing demand for investment solutions and the rising affluence of individuals. Competition is intense, with firms vying for market share through product innovation, performance, and distribution capabilities.
Who Are TQAIX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to small-cap growth stocks.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -2.4%.
TQAIX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team with a proven track record.
- Disciplined investment process focused on long-term growth.
- Established brand reputation of T. Rowe Price.
- Access to extensive research resources.
Bear Case
- Dependence on the performance of small-cap growth stocks.
- Higher expense ratio compared to some passive investment options.
- Potential for increased volatility due to the nature of small-cap stocks.
- Susceptibility to market downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TQAIX Latest News
No recent news available for TQAIX.
TQAIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TQAIX.
Price Targets
Wall Street price target analysis for TQAIX.
TQAIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TQAIX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class (TQAIX) — Financials
What does T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class do?
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund I Class is an investment fund that seeks long-term capital growth by investing primarily in common stocks of small-cap U.S. growth companies. The fund focuses on companies whose market capitalization falls within the range of the MSCI US Small Cap Growth Index.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made after consulting with a qualified financial advisor.