OTCFX – Fund Analysis – T. Rowe Price Small-Cap Stock | Morningstar

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Will OTCFX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OTCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OTCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A proven approach with a fresh perspective.

Analyst David Carey

David Carey

Analyst

Summary

The T. Rowe Price Small-Cap Stock strategy’s (which includes the Canadian subadvised vehicle and US separate account) fairly new manager uses a sensible approach, which makes it a compelling option at the right price.

by David Carey

Rated on Apr 25, 2026 Published on Apr 25, 2026

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