Morningstar

T. Rowe Price Small-Cap Stock OTCFX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 62.75  /  −0.62 %
  • Total Assets 9.0 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.19%
  • Turnover 28%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0

Morningstar’s Analysis OTCFX

Will OTCFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OTCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OTCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

On to its next chapter.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

T. Rowe Price Small-Cap Stock remains a decent option thanks to a time-tested investment framework.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OTCFX

More OTCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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