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TMSLT. Rowe Price Small-Mid Cap ETF

Grow my money3y track recordRanked #716 of 2,999 in this goal

Seeks long-term capital growth.

By T. Rowe Price · Launched 2023

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$2.7B

#632 of 5,861 · large

Return (1Y)Goal

+28.7%

Track Record

3 years

#2,956 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,930+29.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Index tracked

Russell Midcap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.8% of fundwell diversified

SANDISK CORP
1.3%
TECHNIPFMC PLC
1.3%
TENET HEALTHCARE CORP
1.1%
POPULAR INC
1.1%
API GROUP CORP
1.1%
PERMIAN RESOURCES CORP
1.1%
TELEDYNE TECHNOLOGIES INC
1.0%
CIENA CORP
1.0%
MIDDLEBY CORP
0.9%
AXIS CAPITAL HOLDINGS LTD
0.9%

Asset allocation

Stocks
100.3%

By sector

Technology
19.9%
Industrials
19.0%
Healthcare
17.0%
Financial Services
14.7%
Consumer Cyclical
9.5%
Real Estate
5.5%
Energy
5.5%
Basic Materials
4.6%
Other
4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.4%Moderate

Year-on-year price swings

Max drawdown
-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital growth.
Strategy
Invests primarily in U.S. small- or mid-cap equity securities, focusing on stocks with growth or value characteristics. The portfolio is constructed using a bottom-up approach, emphasizing individual stock evaluations and sector allocations based on stock selection.
Inception date
June 14, 2023
Fund family
T. Rowe Price

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Data updated on 2026-08-04