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    T. Rowe Price Capital Appreciation (PRWCX)

    27.08 Down 0.13(0.48%) Apr 27

    Profile as of Mar 30, 2015Get Profile for:
    T. Rowe Price Capital Appreciation
    T. Rowe Price Capital Appreciation Fund100 East Pratt StreetBaltimore MD 21202
    Phone: 800-638-5660
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:T. Rowe Price
    Net Assets:23.86B
    Year-to-Date Return:3.21%
    Morningstar Rating:5 stars
    Fund Inception Date:Jun 30, 1986
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    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 121 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 11, 2014) : 0.37
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 23, 2015) : 72.00%
    Average for Category:52.92%
    Fees & Expenses 
    ExpensePRWCXCategory Avg
    Annual Report Expense Ratio (net):0.70%0.92%
    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/A5.22%
    Max Deferred Sales Load: N/A2.35%
    3 Yr Expense Projection*:227568
    5 Yr Expense Projection*:395872
    10 Yr Expense Projection*:8831,737
    * Per $10,000 invested