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    T. Rowe Price Capital Appreciation (PRWCX)

    25.85 Up 0.32(1.25%) Jun 28
    Prev Close:25.85
    YTD Return*:5.27%
    Net Assets*:25.81B
    Yield*:1.34%

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MMC4.86N/A
    DHR3.56N/A
    TMO2.96N/A
    MSFT2.02N/A
    AZO2.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.81B
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):0.70%

    Performance & Risk

    YTD Return:5.27%
    5y Avg Return:10.99%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.74%
    Beta (3y):0.97
    Morningstar Risk Rating:4

    Fund Summary

    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. View More
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