Symbol: PRSVX
Expense ratio: 0.82%
800-225-5132
T. Rowe Price Small-Cap Value is a small-company stock fund and a member of the Kiplinger 25. Preston Athey invests in firms ranging from tiny to midsize and holds them for an average of about eight years. Small-company stocks suffered last year, but this fund lost only 0.6%, beating the Russell 2000 by 3.6 percentage points.
See FUND TABLES: Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.
Advertisement
Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work. The portfolios are designed for investors with differing time horizons and levels of risk tolerance. If you find them too aggressive, cut back each basket's allocation to stocks by ten percentage points. If you're investing in a taxable account, replace one or more of the bond funds with Fidelity Intermediate Municipal Income (FLTMX).
And for a collection of all our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.<
And for a collection of all our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.
Permission to post your comment is assumed when you submit it. The name you provide will be used to identify your post, and NOT your e-mail address. We reserve the right to excerpt or edit any posted comments for clarity, appropriateness, civility, and relevance to the topic.
View our full privacy policy