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T. Rowe Price Capital Appreciation Adv (PACLX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Capital Appreciation Adv (PACLX) Fund

    Last Trade: $28.37 on 6/28/2017, Change: +0.12 (0.42%)

 

Graph of T. Rowe Price Capital Appreciation Adv Fund (PACLX) ManagerFund Manager - David R. Giroux

Fund Manager Information

Fund Manager Tenure: 11.0 years
Fund Family: T. Rowe Price
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.93)     (What does this score mean?)
CFA David Giroux is a vice president of T. Rowe Price Group, Inc., and T.Rowe Price Associates, Inc., and a portfolio manager in the U.S. Equity Division. He is president and chairman.David 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,he covered the automotive sector. David earned a B.A.,magna cum laude,in finance and political economy from Hillsdale College. He also has earned the Chartered Financial Analyst designation. David was one of four T.Rowe Price investment professionals recognized on Institutional Investor's All-America Research Team in its November 2005 articel "The Best of the Buy Side".  Get more insights on David R. Giroux

 

Graph of T. Rowe Price Capital Appreciation Adv Fund (PACLX) ProfileT. Rowe Price Capital Appreciation Adv Fund (PACLX) Profile

Fund Profile and Description

T. Rowe Price Capital Appreciation Adv Fund seeks long-term capital appreciation. T. Rowe Price Capital Appreciation Adv Fund normally invests primarily in the common stocks of established U.S. companies believed to have above-average potential for capital growth. It invests at least 50% of assets in common stocks and the remaining assets in other securities, including convertible securities, corporate and government debt, foreign securities, futures, and options.

 

T. Rowe Price Capital Appreciation Adv (PACLX) Fund Strength What we like about T. Rowe Price Capital Appreciation Adv (PACLX) Fund

Data for T. Rowe Price Capital Appreciation Adv Fund (PACLX) as of May 30, 2016

  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) management has been with T. Rowe Price Capital Appreciation Adv Fund for 11.0 years
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has good short-term performance (1-year return 5.53% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has good mid-term performance (3-year return 10.93% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has good Long-term performance (5-year return 10.66% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Capital Appreciation Adv Fund (PACLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.44, lower than category average of 7.71

T. Rowe Price Capital Appreciation Adv Fund (PACLX) Weakness What we are cautious about T. Rowe Price Capital Appreciation Adv (PACLX) Fund

Data for T. Rowe Price Capital Appreciation Adv Fund (PACLX) as of May 30, 2016

  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has an annual stock turnover rate of 67.10% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean T. Rowe Price Capital Appreciation Adv is more nimble, but also signal potential high tax impact and high trading fees
  • T. Rowe Price Capital Appreciation Adv Fund (PACLX) has a higher expense ratio of 1.01% than its Allocation--50% to 70% Equity average of 0.85%
  • Even though T. Rowe Price Capital Appreciation Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See T. Rowe Price Capital Appreciation Adv Fund (PACLX) performance details as of May 30, 2016

 

What do you think?

 

Compare T. Rowe Price Capital Appreciation Adv Fund (PACLX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Capital Appreciation Adv5.125.5310.9310.66
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare T. Rowe Price Capital Appreciation Adv Fund (PACLX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of T. Rowe Price Capital Appreciation Adv Fund (PACLX) Net Asset TrackingT. Rowe Price Capital Appreciation Adv (PACLX) Fund Net Asset

Track net asset change of T. Rowe Price Capital Appreciation Adv fund (PACLX)

DateNet Asset
05/2016$25.81B
03/2016$24.96B
02/2016$23.70B
More historic net asset information on T. Rowe Price Capital Appreciation Adv Fund (PACLX)

  

Graph of T. Rowe Price Capital Appreciation Adv Fund (PACLX) Portfolio TrackingT. Rowe Price Capital Appreciation Adv (PACLX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Capital Appreciation Adv fund (PACLX)

DateCashStockBondOther
03/201618.78%58.9%18%2.94%
12/201515.93%60.73%19.19%1.97%
09/20159.79%62.47%21.81%3.05%
Click here to see more historic asset allocation information on T. Rowe Price Capital Appreciation Adv Fund (PACLX)

 

graph of T. Rowe Price Capital Appreciation Adv Fund (PACLX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Capital Appreciation Adv (PACLX) Fund

Discover what T. Rowe Price Capital Appreciation Adv Fund (PACLX) manager is buying

Mar 30, 2016
Marsh & McLennan Companies, Inc [4.86%]
Danaher Corporation Common Stoc [3.56%]
Thermo Fisher Scientific Inc Co [2.96%]
Microsoft Corporation [2.02%]
AutoZone, Inc. Common Stock [2.01%]
Abbott Laboratories Common Stoc [1.97%]
Bank of New York Mellon Corpora [1.93%]
Becton, Dickinson and Company C [1.76%]
Willis Towers Watson Public Lim [1.75%]
Pacific Gas & Electric Co. Comm [1.74%]

Dec 30, 2015
Marsh & McLennan Companies, Inc [4.41%]
Danaher Corporation Common Stoc [4.05%]
Thermo Fisher Scientific Inc Co [3.01%]
American Tower Corporation (REI [2.42%]
Becton, Dickinson and Company C [2.26%]
Pacific Gas & Electric Co. Comm [2.14%]
Microsoft Corporation [2.07%]
AutoZone, Inc. Common Stock [2.04%]
Bank of New York Mellon Corpora [2%]
Fiserv, Inc. [1.96%]

Sep 29, 2015
Marsh & McLennan Companies, Inc [4.21%]
Danaher Corporation Common Stoc [4.07%]
Fiserv, Inc. [3.23%]
AutoZone, Inc. Common Stock [2.97%]
Bank of New York Mellon Corpora [2.95%]
Thermo Fisher Scientific Inc Co [2.86%]
Allergan PLC [2.38%]
Becton, Dickinson and Company C [2.36%]
Pacific Gas & Electric Co. Comm [2.34%]
American Tower Corporation (REI [2.11%]
Click here for Stock Holding Change Map in T. Rowe Price Capital Appreciation Adv Fund (PACLX)

  

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