Manager Frank Alonso has not been at the helm of T. Rowe Price Small-Cap Stock long but has demonstrated his staying power with consistent execution of this strategy’s disciplined approach. While changes to the team are afoot, this closed fund remains in good hands and retains a Morningstar Analyst Rating of Silver.
Will OTCFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of OTCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.