Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 8:15AM ET - U.S. Markets open in 1 hour and 15 minutes. Dow Up 0.17% Nasdaq  0.00%
T. Rowe Price Small-Cap Stock (OTCFX)On Nov 6: 24.99  Down 0.05 (0.20%)  
MORE ON OTCFX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
T. Rowe Price Small-Cap Stock
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-5660
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Blend
Fund Family:T. Rowe Price
Net Assets:4.38B
Year-to-Date Return:31.92%
Yield:0.04%
Morningstar Rating:3 stars
Fund Inception Date:01-Jun-56
MORNINGSTAR STYLE BOX 
Small Blend
[View Category Definition]
View Top Small Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Gregory A. McCrickard
Lead Manager since 02-Sep-92
McCrickard is the lead portfolio manager for the firm's U.S. Small-Cap Core Strategy and a vice president of T. Rowe Price Group, Inc. McCrickard has 24 years of investment experience, 22 of which have been at T. Rowe Price. He started at the firm in 1986 as an investment analyst and began managing portfolios in 1992. Prior to joining T. Rowe Price, McCrickard was a trust officer at Wachovia Bank.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500
Min Initial Investment, IRA:$1,000
Min Initial Investment, AIP:$0
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:$50
Min Subsequent Investment, AIP:$50
OTCFX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of assets in stocks of small companies. The holdings will be widely diversified by industry and company. Under most circumstances, it will invest less than 1.5% of assets in any single company. While the fund invests most assets in U.S. common stocks, it may also purchase other securities including foreign stocks, futures, and options.
FUND OPERATIONS 
Last Dividend (12-Dec-08): 0.01
Last Cap Gain (12-Dec-08): 0.68
Annual Holdings Turnover 24.20%
Average for Category: 95.63%
FEES & EXPENSES 
ExpenseOTCFXCategory
Avg
Total Expense Ratio:0.93% 1.40%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.35%
3 Yr Expense Projection*: $ 296$614
5 Yr Expense Projection*: $ 515$991
10 Yr Expense Projection*: $ 1,143$1,998
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials