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    T. Rowe Price Capital Appreciation (PRWCX)

    27.73 Up 0.05(0.18%) Jul 30
    Prev Close:27.68
    YTD Return*:3.71%
    Net Assets*:23.85B
    Yield*:1.26%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    DHR4.40N/A
    MMC3.33N/A
    TMO2.94N/A
    FISV2.89N/A
    AZO2.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:23.85B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.70%

    Performance & Risk

    YTD Return:3.71%
    5y Avg Return:14.38%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.11%
    Beta (3y):0.91
    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. The fund may also invest up to 25% of its total assets in foreign securities. View More
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