T. Rowe Price Fund Plays Defense With Small Caps

This member of the Kiplinger 25 — the collection of our favorite no-load mutual funds — has had a bumpy year, but managed to do a bit better than its benchmark.

It’s been a topsy-turvy 12 months for small-company stocks. After a rough start, shares in burgeoning firms zoomed upward, thanks to trade-war worries that pushed investors toward small U.S. firms, which ostensibly are less exposed to potential tariffs. But the party ended in September, and small-company stocks have fallen 15% since.

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Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.