T. Rowe Price Capital Appreciation (PRWCX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 2.75%||3.78||3.24|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.71%|
Performance & Risk
|5y Avg Return:||15.57%|
|Rank in Category (ytd):||11|
|% Rank in Category (ytd):||1.26%|
|Morningstar Risk Rating:||4|
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. View More