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Morningstar

T. Rowe Price Capital Appreciation PRWCX

Morningstar Analyst Rating
Analyst rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 31.49  /  0.94 %
  • Total Assets 48.2 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Status Limited
  • TTM Yield 1.39%
  • Turnover 48%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PRWCX

Will PRWCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRWCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRWCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PRWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A standout manager that continues to deliver.

Associate Director

Summary

| by Adam Millson

T. Rowe Price Capital Appreciation’s lead manager is one of the industry’s best. He has skillfully invested across asset classes with a contrarian approach for over 15 years, supporting a Morningstar Analyst Rating of Gold across all share classes.

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