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T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
Documentation

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small- and mid-cap U.S. companies. The adviser expects to invest predominantly in common stocks. The adviser defines small- and mid-cap securities as those whose market capitalization, at the time of purchase, falls within the market capitalization range of the Russell 2500 Index.

Looking to diversify beyond TQSIX? The mutual funds below have historically moved differently from TQSIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

Best Diversifiers for TQSIX

0 mutual funds have low correlation with TQSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory RS Investors Fund (RSINX) (Mid Cap Blend Equities) with a 1Y correlation of 0.70, down from 0.84 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
RSINX
Victory RS Investors Fund0.700.790.84
73
Mid Cap Blend EquitiesTQSIX vs RSINX
DDDIX
13D Activist Fund0.700.800.86
78
Mid Cap Blend EquitiesTQSIX vs DDDIX
GABVX
Gabelli Value 25 Fund0.710.800.85
80
Mid Cap Blend EquitiesTQSIX vs GABVX
BSCMX
Brandes Small Cap Value Fund0.750.830.85
92
Small Cap Value EquitiesTQSIX vs BSCMX
PRCOX
T. Rowe Price U.S. Equity Research Fund0.760.780.84
56
Large Cap Blend EquitiesTQSIX vs PRCOX
See all 33 diversifiers for TQSIX

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for TQSIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Amazon.com, Inc (AMZN) (Consumer Cyclical) with a 1Y correlation of 0.37, down from 0.51 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AMZN
Amazon.com, Inc0.370.400.51
60
Consumer Cyclical

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