T. Rowe Price Small-Cap Stock Fund (OTCFX) seeks to provide long-term capital growth by investing primarily in stocks of small companies. The fund invests at least 80% of net assets in stocks and equity related securities of small companies. A small company is defined as having a market capitalization that falls within the range of companies in the Russell 2000 Index or below the three year average maximum market cap of companies.
This Small Blend product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.7% and 5 year 14.1%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
OTCFX’s performance, as of the last filing, when compared to funds in its category was in the top 42% over the past 1 year, and in the top 22% over the past 3 years and in the top 28% over the past 5 years.
T. Rowe Price Small-Cap Stock Fund, as of the last filing, allocates its fund in top three major groups; in Small Growth, Small Value and Large Value. Further, as of the last filing, Tempur Pedic Internationa, Wellcare Health Plans Inc and One Gas Inc were the top holdings for OTCFX.
This Zacks Rank #2 (Buy) was incepted in June 1956 and is managed by T. Rowe Price. OTCFX carries an expense ratio of 0.90% and requires a minimal initial investment of $2,500.
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Zacks Investment Research