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T. Rowe Price Capital Appreciation (PRWCX)

27.48 Up 0.05(0.18%) Jul 11

Profile as of Jun 29, 2014Get Profile for:
T. Rowe Price Capital Appreciation
100 East Pratt StreetBaltimore MD 21202
Phone: 800-638-5660
Fund Overview 
Category:Moderate Allocation
Fund Family:T. Rowe Price
Net Assets:21.46B
Year-to-Date Return:6.98%
Morningstar Rating:5 stars
Fund Inception Date:Jun 30, 1986
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
Management Information 
David R. Giroux
Lead Manager since Jun 30, 2006
CFA David Giroux is a vice president of T. Rowe Price Group, Inc., and T.Rowe Price Associates, Inc., and a portfolio manager in the U.S. Equity Division. He is president and chairman.David joined the firm in 1998 and until 2006 had analytical responsibility for the firm's investments in the industrials and automotive sectors. As an analyst,he covered the automotive sector. David earned a B.A.,magna cum laude,in finance and political economy from Hillsdale College. He also has earned the Chartered Financial Analyst designation. David was one of four T.Rowe Price investment professionals recognized on Institutional Investor's All-America Research Team in its November 2005 articel "The Best of the Buy Side".
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:2,500
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:100
PRWCX can be purchased from 118 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund will invest at least 50% of total assets in the common stocks of established U.S. companies that the managers believe have above-average potential for capital growth. The remaining assets are generally invested in convertible securities, corporate and government debt, bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders), and foreign securities, in keeping with the fund's objective. It may invest up to 25% of its total assets in below investment-grade debt securities and bank loans and up to 10% of its total assets in mortgage- and asset-backed securities.

Fund Operations 
Last Dividend (Dec 12, 2013) : 0.29
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 9, 2014) : 57.10%
Average for Category:58.13%
Fees & Expenses 
ExpensePRWCXCategory Avg
Annual Report Expense Ratio (net):0.71%0.96%
Prospectus Net Expense Ratio:0.71%N/A
Prospectus Gross Expense Ratio:0.71%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.29%
Max Deferred Sales Load: N/A2.53%
3 Yr Expense Projection*:227596
5 Yr Expense Projection*:395915
10 Yr Expense Projection*:8831,820
* Per $10,000 invested