Nasdaq - Delayed Quote USD

T. Rowe Price Small-Cap Stock I (OTIIX)

55.48
+0.01
+(0.02%)
At close: 8:06:56 AM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market capitalization of companies in either index as of December 31 of the three preceding years.

Fund Overview

Category Small Growth
Fund Family T. Rowe Price
Net Assets 7.57B
YTD Return -7.02%
Yield 0.63%
Morningstar Rating
Inception Date Jun 01, 1956

Performance & Risk

YTD Return -1.35%
5y Average Return 11.39%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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