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T. Rowe Price Capital Appreciation Fund (PRWCX)

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34.59 -0.39    -1.11%
10/03 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 34.74B
Type:  Fund
Market:  United States
Issuer:  T. Rowe Price
Underlying:  S&P 500 TR
Asset Class:  Equity
T. Rowe Price Capital Appreciation 34.59 -0.39 -1.11%

PRWCX Overview

 
Find basic information about the T. Rowe Price Capital Appreciation Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PRWCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US77954M1053)
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Rating
1-Year Change - 0.97%
Prev. Close34.98
Risk Rating
TTM Yield2.11%
ROE23.58%
IssuerT. Rowe Price
Turnover85%
ROA11.87%
Inception DateJun 30, 1986
Total Assets34.74B
Expenses0.70%
Min. Investment2,500
Market Cap201.4B
CategoryAllocation - - 50% to 70% Equity
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T. Rowe Price Capital Appreciation Fund Analysis


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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1020 998 1113 1261 1736 2694
Fund Return 1.96% -0.17% 11.29% 8.05% 11.66% 10.42%
Place in category 524 277 300 37 15 5
% in Category 65 36 37 8 4 1

Top Equity Funds by T. Rowe Price

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Blue Chip Growth 29.65B -0.83 13.21 14.08
  T. Rowe Price Capital AppreciationI 29.25B 1.99 8.19 -
  T. Rowe Price Blue Chip Growth I 27.37B -0.80 13.36 -
  T. Rowe Price Instl Large Cap Growt 20.93B 0.04 13.08 15.45
  T. Rowe Price Growth Stock I 14.48B -0.94 9.86 -

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 110.21B 2.65 7.48 8.19
  Vanguard Wellington Admiral 99.51B 2.03 7.26 8.46
  American Funds American Balanced R6 55.48B 2.71 7.83 8.52
  Vanguard Balanced Index Adm 46.71B 1.75 6.77 8.12
  Fidelity Balanced K 42.26B 1.39 7.80 9.54

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 4.125% - 8.31 - -
  Microsoft US5949181045 5.24 383.27 +0.82%
Aggregate Miscellaneous Equity - 5.14 - -
United States Treasury Notes 3.625% - 4.04 - -
  Amazon.com US0231351067 3.36 197.77 +1.66%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell Sell
Summary Strong Sell Strong Sell Sell
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