OTCFX Rating, Research - T. Rowe Price Small-Cap Stock

T. Rowe Price Small-Cap Stock (otcfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 10

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the otcfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

T. Rowe Price Small-Cap Stock (OTCFX) Description: OTCFX is a mutual fund, which is an investment that owns a basket of assets. The OTCFX mutual fund was provided by T.Rowe Price and this investment vehicle derives the majority of its value from equity holdings (stocks). T.Rowe Prices mutual fund has a long management tenure and is in the large fund size classification. OTCFXs minimum initial investment amount is $2500 while the IRA minimum is $1000. OTCFXs expense ratio is roughly 1%. The latest OTCFXs front end load was 0% and the back end load was 0%. The T. Rowe Price Small-Cap Stock (OTCFX) mutual fund falls under the small mixed category. OTCFX focuses its investments in USA and OTCFX is not affiliated with a particular industry or fund sector. The T. Rowe Price Small-Cap Stock (OTCFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OTCFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OTCFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in undervalued common stocks (see stock research) of small US companies. It could invest up to 20% of assets in foreign securities. While the fund invests mainly in US stocks (see stock research), it may invest up to 20% of total assets in foreign securities. The fund mainly invests in common stocks (see stock research), but may also invest in other types of equities such as preferred or convertible stocks (see stock research).

Management Analysis Update

Performance Analysis Update