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T. Rowe Price Capital Appreciation Fund (PRWCX)

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37.93 -0.01    -0.03%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  T. Rowe Price
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.15B
T. Rowe Price Capital Appreciation 37.93 -0.01 -0.03%

T. Rowe Price Capital Appreciation Fund 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 Change15.64%
Prev. Close37.94
Risk Rating
TTM Yield1.83%
ROE23.10%
IssuerT. Rowe Price
Turnover33%
ROA11.85%
Inception DateJun 30, 1986
Total Assets35.15B
Expenses0.70%
Min. Investment2,500
Market Cap196.95B
CategoryAllocation - - 50% to 70% Equity
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T. Rowe Price Capital Appreciation Fund News


T. Rowe Price Capital Appreciation Fund Analysis


David Moenning
Should We Stay Seated on Bull Train? By David Moenning - 7 hours ago

With the election less than 24 hours away, it is safe to say that investors of all shapes and sizes are likely sitting on their hands today. As such, I thought this might be a...

Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1130 1055 1224 1253 1747 2864
Fund Return 12.98% 5.51% 22.35% 7.81% 11.8% 11.1%
Place in category 288 413 399 18 19 2
% in Category 36 52 50 5 5 1

Top Equity Funds by T. Rowe Price

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Blue Chip Growth 31.67B 28.18 6.97 14.72
  T. Rowe Price Capital AppreciationI 28.68B 13.07 7.94 -
  T. Rowe Price Blue Chip Growth I 28.75B 28.30 7.11 -
  T. Rowe Price Instl Large Cap Growt 21.95B 24.63 7.82 16.08
  T. Rowe Price Growth Stock I 15.27B 22.89 3.93 -

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 109.12B 14.57 6.92 8.44
  Vanguard Wellington Admiral 100.41B 13.87 6.17 8.69
  American Funds American Balanced R6 54.73B 14.83 7.25 8.77
  Vanguard Balanced Index Adm 46.77B 14.11 5.56 8.54
  Fidelity Balanced 38.46B 15.38 6.99 9.87

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 3.625% - 5.44 - -
Aggregate Miscellaneous Equity - 5.32 - -
  Microsoft US5949181045 5.04 408.46 -0.47%
  NVIDIA US67066G1040 3.10 136.05 +0.48%
United States Treasury Notes 4% - 2.91 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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PRWCX Comments

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Marvin Marvin
Marvin Marvin Oct 23, 2021 4:57AM ET
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Great fund. Only 2 down years out of 30 plus years.
Marvin Marvin
Marvin Marvin Oct 23, 2021 4:57AM ET
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Great fund. Only 2 down years out of 30 plus years.
 
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