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  • T. Rowe Price Small-Cap Stock Fund (OTCFX)
    Ticker Symbol:
    OTCFX
    Fund Status:
    Closed to new Retail investors  /  Open to subsequent Retail investments
    Closed to new Retail Investors as of December 31, 2013 at 4pm EST
    Fund Objective
    Quick Stats
    Fiscal Year End  December
    Morningstar Category  Small Growth
    Inception Date 06/01/1956
    Tax ID 23-1622210
    Investment Objective
    The fund's investment objective is to provide long-term capital growth by investing primarily in stocks of small companies.
    Strategy
    To invest at least 80% of net assets in stocks of small companies. A small company is defined as having a market capitalization that falls (i) within or below the range of companies in the Russell 2000 Index or S&P Small-Cap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 for the three preceding years. The Russell 2000 and S&P Small-Cap 600 indices are widely used benchmarks for small-cap stock performance. Stock selection may reflect either a growth or value investment approach.
    Investor Profile
    Individuals seeking significant capital appreciation who can accept the possibility of more share price volatility than is associated with larger companies or the broad market averages. Appropriate for both regular and tax-deferred accounts, such as IRAs.
    Risk/Reward Potential*
    Click on the risk/reward spectrum below to view the funds in that category
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    This fund offers a convenient way to invest in small-cap companies, which typically offer greater return potential than larger, established businesses. By combining growth- and value-focused investment strategies, the fund should be less volatile than one using a growth-only approach.

    Small companies tend to have less experienced management, unpredictable earnings growth, and limited product lines, which can cause their share prices to fluctuate more than those of larger firms. Because the fund invests in both growth and value stocks, its share price may be negatively affected by the risks inherent in each style.
    *Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
    See Glossary for additional details on all data elements.