PRWCX - T. Rowe Price Capital Appreciation

Nasdaq - Nasdaq Delayed Price. Currency in USD

T. Rowe Price Capital Appreciation

T. Rowe Price Capital Appreciation Fund

100 East Pratt Street

Baltimore MD 21202

Management Information
David R. Giroux,Lead Manager since June 29, 2006
David R. Giroux, CFA, is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. Mr. Giroux is a portfolio manager, Chief Investment Officer, U.S. Equity Multi-Discipline, and president and chairman of the Investment Advisory Committee. Mr. Giroux 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, Mr. Giroux covered the automotive sector. Mr. Giroux has a B.A. in Finance and Political Economy from Hillsdale College. Mr. Giroux is also a chartered financial analyst.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyT. Rowe Price
Net Assets29.02B
YTD Return0.62%
Morningstar Rating★★★★★
Inception DateJun 29, 1986

Fund Operations

Last Dividend0.67
Last Cap Gain0.00
Holdings Turnover59.20%
Average for CategoryN/A

Fees & Expenses

ExpensePRWCXCategory Average
Annual Report Expense Ratio (net)0.71%0.84%
Prospectus Net Expense Ratio0.71%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.27%
Max Deferred Sales LoadN/A1.76%
3 Yr Expense Projection227N/A
5 Yr Expense Projection395N/A
10 Yr Expense Projection883N/A