T. Rowe Price Small-Cap Stock Fund (OTCFX) Research

This investment vehicle seeks to deliver considerable capital growth over an extended horizon. The fund generally allocates a minimum of 80% of its net assets (which includes any leveraged positions) to the stock of small-capitalization companies. For this fund's purposes, a small company is identified as one whose market valuation falls either within or below the current range of constituents of the Russell 2000® Index or the S&P SmallCap 600 Index. Additionally, it could be a company whose market capitalization is below the average highest market cap recorded for companies in either index over the past three years, specifically as of December 31 of each of those years.

Market snapshot

Symbol
OTCFX
Price
$65.67
Day change
+2.18%
Market cap
$8.7B
52-week range
54.98-65.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Systematic Multi-Strategy Fund (BAMBX)
  • BlackRock Systematic Multi-Strategy Fund (BIMBX)
  • Baron Partners Fund (BPTRX)
  • T. Rowe Price Institutional Mid-Cap Equity Growth Fund (PMEGX)
  • T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • ClearBridge Dividend Strategy Fund (SOPAX)
  • T. Rowe Price Institutional Small-Cap Stock Fund (TRSSX)
  • T. Rowe Price Communications & Technology Fund (TTMIX)

Open T. Rowe Price Small-Cap Stock Fund (OTCFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.