Surmount · investment strategy
by Quantbase · via Surmount
Mirrors the holdings of T. Rowe Price’s All-Cap Opportunities Fund, offering diversified exposure to high-conviction stocks across all market caps.
Description from Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“Mirrors the holdings of T. Rowe Price’s All-Cap Opportunities Fund”
11 positions as of 2026-10-20
by the source.
Fitted to 120 returns (model) from 2025-11-05 to 2026-10-19. An estimate, not holdings: it can't name stocks.
· : 0.62 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.54 (90%: 0.45 to 0.61)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
0.0% of weight in (IVV: 3.0%)
No funds
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 87% · 2026-10-20
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
The text the rules are quoted from, with where it came from.
Mirrors the holdings of T. Rowe Price’s All-Cap Opportunities Fund, offering diversified exposure to high-conviction stocks across all market caps.
Tracks T. Rowe Price's All-Cap Opportunities Fund
Mirrors the holdings of T. Rowe Price’s All-Cap Opportunities Fund, offering diversified exposure to high-conviction stocks across all market caps.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Healthcare: 13.5% · Technology: 29.3% · Consumer Cyclical: 5.4% · Financial Services: 31.5% · Communication Services: 20.3% | 2026-10-20 |
| Investors following (Surmount) | 31 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 9.14% | ||
| Return, 1 year (Surmount tracking) (model tracking) | 10.94% | 2026-10-20 | |
| Return, 3 months (Surmount tracking) (model tracking) | 3.71% | 2026-10-20 | |
| Return, year to date (Surmount tracking) (model tracking) | 9.16% | 2026-10-20 | |
| Total return (Surmount tracking) (model tracking) | 54.57% |
| Maximum drawdown (Surmount tracking) (model tracking) | -19.76% |
| Risk score (Surmount) | 2.14 | 2026-10-20 |
