T. Rowe Price Small-Cap Stock (OTCFX – MF report) seeks long-term growth of capital. OTCFX invests a large portion of its assets in stocks of small company. These companies have market capitalization within or below the market capitalization of companies listed in either the Russell 2000 Index or the S&P SmallCap 600 Index. OTCFX offers dividends and capital gains in December.

This Small Blend fund, as of the last filing, allocates their fund in three major groups; Small Growth, Small Value, High Yield Bond. Further, as of the last filing, SS&C Technologies Holdings Inc. (SSNC), ETrade Financial Corp. (ETFC) and Brunswick Corp. (BC) were the top holdings for OTCFX.

The T. Rowe Price Small-Cap Stock fund, managed by T. Rowe Price, carries an expense ratio of 0.90.

OTCFX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.52% and 5 year 10.93%. To see how this fund performed compared in its category, please click here.

OTCFX’s performance, as of the last filing, when compared to funds in its category was in the top 38% in 1 year, top 32% over the past 3 years, and in the 15% over the past 5 years.


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