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OTIIX T. Rowe Price Small-Cap Stock I

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Fund OTIIX T. Rowe Price Small-Cap Stock I
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Similarity
?
100%
Annual Fees
?
$82.36
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$40,372.02
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 5.11%
3 YR 5.16%
5 YR 12.53%
10 YR 8.19%
Description
The investment seeks to provide long-term capital growth. The fund will normally invest 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 cap of companies in either index as of December 31 of the three preceding years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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