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Kiplinger
Kiplinger
Business
Nellie S. Huang

FORGOTTEN HISTORY: A contrarian approach pays off for this small cap fund - Caught on Camera

Digital image of a small pink fish swimming in the opposite direction as several small blue fish.

Tariff worries have hurt stocks in companies of all sizes. But small-company stocks bore the brunt of the pain. The Russell 2000 Index fell as much as 28% from peak to trough during the worst of the market selloff earlier this year.

A small recovery has helped lift returns – some. All told, over the past 12 months, the benchmark logged a slim, 1.2% gain. The T. Rowe Price Small-Cap Value Fund (PRSVX) – a member of the Kiplinger 25, our favorite no-load mutual funds – fared better with a 3.0% gain.

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