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T. Rowe Price Capital Appreciation

PRWCX
26.36
+0.04
+0.15%
5/27/2016
5 Years
  • Previous Close

    26.32

  • Net Assets

    23.65B

  • Yield

    1.36%

  • Front load

    None

  • Expenses

    0.70%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

T. Rowe Price

Fund Style

Open

Fund Manager

David Giroux

Investment Style

Large Growth

The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 2,500

Inception

6/30/1986

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