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Fund Intelligence | Best Managers | OTCFX Insights | OTCFX Score | OTCFX Performance | OTCFX Manager | OTCFX News | OTCFX Allocation | OTCFX Holdings Change

Mutual Fund Insights: T. Rowe Price Small-Cap Stock Fund (OTCFX)

In-depth Analysis of T. Rowe Price Small-Cap Stock Fund (OTCFX)

Mutual fund chart: T. Rowe Price Small-Cap Stock Fund (OTCFX)

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See T. Rowe Price Small-Cap Stock Fund (OTCFX) performance details as of February 28, 2010

  

    Last Trade: $29.23 on 3/19/2010, Change: -0.24 (-0.81%)
Experiment our closing price forecasting tool for T. Rowe Price Small-Cap Stock Fund (OTCFX) (alpha release)

  

Fund Manager - Gregory A. McCrickard

Fund Manager Tenure: 17.6 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

  

What we like about T. Rowe Price Small-Cap Stock Fund (OTCFX) What we like about T. Rowe Price Small-Cap Stock Fund (OTCFX)

Data for T. Rowe Price Small-Cap Stock Fund (OTCFX) as of February 28, 2010

  • T. Rowe Price Small-Cap Stock Fund (OTCFX) management has been with T. Rowe Price Small-Cap Stock Fund for 17.6 years
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has good short-term performance (1-year return 68.82% vs 67.42 % Small Blend category average)
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has good Long-term performance (5-year return 2.52% vs 0.83 % Small Blend category average)
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has an annual stock turnover rate of 24.20% vs Small Blend average of 97.63%. It is good that T. Rowe Price Small-Cap Stock management does not trade extensively for its return.
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.17, lower than category average of 25.44
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has a lower management fee than its Small Blend average: 0.93% vs 1.53%
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about T. Rowe Price Small-Cap Stock Fund (OTCFX) What we are cautious about T. Rowe Price Small-Cap Stock Fund (OTCFX)

Data for T. Rowe Price Small-Cap Stock Fund (OTCFX) as of February 28, 2010

  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has a less-than-ideal mid-term performance (3-year return -3.61% vs -6.15 % Small Blend category average)
  • T. Rowe Price Small-Cap Stock Fund (OTCFX) has a Morningstar rating of 3 and below
See T. Rowe Price Small-Cap Stock Fund (OTCFX) performance details as of February 28, 2010

  

  

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

Track net asset change of T. Rowe Price Small-Cap Stock fund (OTCFX)

DateNet Asset
02/2010$4.94B
01/2010$4.93B
11/2009$4.58B
More historic net asset information on T. Rowe Price Small-Cap Stock Fund (OTCFX)

  

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

Track portfolio allocation change of T. Rowe Price Small-Cap Stock fund (OTCFX)

DateCashStockBondOther
09/20093.24%95.99%0%0.77%
06/20095.02%94.54%0%0.44%
03/20096.97%92.83%0%0.2%
Click here to see more historic asset allocation information on T. Rowe Price Small-Cap Stock Fund (OTCFX)

  

Most Recent Top 10 Holdings in T. Rowe Price Small-Cap Stock Fund (OTCFX)

Discover what T. Rowe Price Small-Cap Stock Fund (OTCFX) manager is buying

30-Sep-09
T. Rowe Price Reserve [3.12%]
Palm, Inc. [1.05%]
FACTSET RESEARCH SYS [1.04%]
SMITH A O CORP [1.02%]
VALMONT INDS INC [0.99%]
BILL BARRETT CORP [0.96%]
J CREW GROUP INC. [0.95%]
SEACOR HOLDINGS INC [0.94%]
ANNTAYLOR STORES CP [0.91%]
CONCHO RESOURCES INC [0.89%]

30-Jun-09
T. Rowe Price Reserve [4.52%]
Russell Index (Fut) [1.65%]
Jack Henry & Associates, Inc. [1.39%]
Palm, Inc. [1.3%]
FACTSET RESEARCH SYS [1.14%]
SMITH A O CORP [1.03%]
SEACOR HOLDINGS INC [1.02%]
KNIGHT TRANS INC [1.02%]
VALMONT INDS INC [0.99%]
BILL BARRETT CORP [0.95%]

31-Mar-09
FACTSET RESEARCH SYS [1.41%]
Jack Henry & Associates, Inc. [1.35%]
First Niagara Financial Group I [1.22%]
KNIGHT TRANS INC [1.16%]
Palm, Inc. [1.06%]
SEACOR HOLDINGS INC [1.02%]
Monro Muffler Brake, Inc. [1%]
Infinity Property and Casualty [0.98%]
Westamerica Bancorporation [0.96%]
BILL BARRETT CORP [0.95%]
Click here for Stock Holding Change Map in T. Rowe Price Small-Cap Stock Fund (OTCFX)

  

Related books and products to T. Rowe Price Small-Cap Stock Fund (OTCFX)

  

Latest News on T. Rowe Price Small-Cap Stock (OTCFX)

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