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J David Wagner

J David Wagner

Dave Wagner graduated from the College of William and Mary in Virginia with a BA in economics, and holds an MBA from the Darden Graduate School of Business, University of Virginia. He started his career as an associate analyst in the antitrust area at National Economic Research Associate Inc. In 2000, he joined T Rowe Price and is currently an Associate Portfolio manager and a Vice President of T. Rowe Price Group. Dave has analytical responsibilities following smaller banks and thrifts in the financial services industry. He applies a bottom up, value-oriented, low turnover approach to pick long term winners. He is a CFA Charterholder.

Citywire Rating: Not Rated

not rated

2013

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2014

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2015

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2016

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2017

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2018

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sector performance

Equity - Small-Cap Core Funds

funds managed

fund total return standard deviation max drawdown
T Rowe Price Small-Cap Value Fund 46.7 % 12.1 -11.1 %

League Table - Rank 41/306 (1st quartile)

rank Manager Return
41 J David Wagner 41. J David Wagner 46.7%
42 Brian Harvey 42. Brian Harvey 46.6%
43 Roger Vogel 43. Roger Vogel 46.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 13.4% 1.3% 2.3% 5.9% 3.3%
2016 29.0% 3.2% 4.2% 6.5% 12.7%
2015 -4.7% 1.1% -0.6% -8.1% 3.2%
2014 -8.6% 6.9%

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