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

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

    Last Trade: $26.94 on 8/28/2015, Change: -0.02 (-0.07%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: T. Rowe Price
Fund Category: Moderate Allocation
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: *Master* (Score: 0.94)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011),
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 Fund (PRWCX) ProfileT. Rowe Price Capital Appreciation Fund (PRWCX) Profile

Fund Profile and Description

T. Rowe Price Capital Appreciation Fund seeks long-term capital appreciation. T. Rowe Price Capital Appreciation 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 (PRWCX) Fund Strength What we like about T. Rowe Price Capital Appreciation (PRWCX) Fund

Data for T. Rowe Price Capital Appreciation Fund (PRWCX) as of Jul 30, 2015

  • T. Rowe Price Capital Appreciation Fund (PRWCX) management has been with T. Rowe Price Capital Appreciation Fund for 9.2 years
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good short-term performance (1-year return 12.96% vs 5.00% Moderate Allocation category median performance)
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good mid-term performance (3-year return 15.59% vs 10.10% Moderate Allocation category median performance)
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good Long-term performance (5-year return 14.04% vs 9.59% Moderate Allocation category median performance)
  • T. Rowe Price Capital Appreciation Fund (PRWCX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has a Morningstar rating of 4 and above
  • T. Rowe Price Capital Appreciation Fund (PRWCX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.53, lower than category average of 5.91
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has a lower expense ratio than its Moderate Allocation average: 0.70% vs 0.89%
  • T. Rowe Price Capital Appreciation Fund (PRWCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for T. Rowe Price Capital Appreciation Fund (PRWCX) as of Jul 30, 2015

  • T. Rowe Price Capital Appreciation Fund (PRWCX) has an annual stock turnover rate of 72.00% that is higher than the Moderate Allocation average of 43.56%. This could mean T. Rowe Price Capital Appreciation is more nimble, but also signal potential high tax impact and high trading fees
See T. Rowe Price Capital Appreciation Fund (PRWCX) performance details as of Jul 30, 2015

 

What do you think?

 

Compare T. Rowe Price Capital Appreciation Fund (PRWCX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Capital Appreciation6.2412.9615.5914.04
American Funds American Balanced R6 (RLBGX)2.438.1112.6312.51Compare
VY Invesco Equity and Income S2 (IVIPX)2.175.9312.9711.15Compare
Thrivent Balanced Income Plus I (IBBFX)3.125.8011.6310.56Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare T. Rowe Price Capital Appreciation Fund (PRWCX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.38%5.05%9.71%
AdvisorShares Global Echo ETF (GIVE)-0.31%4.44%8.01%
SPDR SSgA Income Allocation ETF (INKM)-0.62%1.01%5.09%
Multi-Asset Diversified Income ETF (MDIV)-2.82%-2.29%NaN
AdvisorShares Pring Turner Bus Cycle ETF (DBIZ)-2.49%-11.47%NaN

 

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

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

DateNet Asset
07/2015$23.85B
05/2015$24.20B
04/2015$23.86B
More historic net asset information on T. Rowe Price Capital Appreciation Fund (PRWCX)

  

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

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

DateCashStockBondOther
06/201511.7%61.71%23.34%0.71%
03/201511.55%58.56%27.29%0.03%
12/20149.89%62.43%23.98%2.73%
Click here to see more historic asset allocation information on T. Rowe Price Capital Appreciation Fund (PRWCX)

 

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

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

Jun 29, 2015
Danaher Corporation Common Stoc [4.93%]
Marsh & McLennan Companies, Inc [3.62%]
Bank of New York Mellon Corpora [2.88%]
Fiserv, Inc. [2.87%]
Thermo Fisher Scientific Inc Co [2.71%]
AutoZone, Inc. Common Stock [2.65%]
Allergan PLC [2.32%]
Pacific Gas & Electric Co. Comm [2.16%]
Becton, Dickinson and Company C [2.08%]
CDN NATURAL RES [1.58%]

Mar 30, 2015
Danaher Corporation Common Stoc [4.4%]
Marsh & McLennan Companies, Inc [3.33%]
Thermo Fisher Scientific Inc Co [2.94%]
Fiserv, Inc. [2.89%]
AutoZone, Inc. Common Stock [2.84%]
Bank of New York Mellon Corpora [2.83%]
Actavis PLC [2.33%]
CDN NATURAL RES [1.87%]
Becton, Dickinson and Company C [1.71%]
Pentair plc. Ordinary Share [1.66%]

Dec 30, 2014
Danaher Corporation Common Stoc [4.53%]
MARSH & MCLENNAN COMPANIES, IN [2.74%]
Thermo Fisher Scientific Inc Co [2.69%]
AutoZone, Inc. Common Stock [2.57%]
Fiserv, Inc. [2.47%]
State Street Corporation Common [1.93%]
Pacific Gas & Electric Co. Comm [1.81%]
Eli Lilly and Company Common St [1.76%]
Allergan, Inc. Common Stock [1.73%]
Pentair plc. Ordinary Share [1.61%]
Click here for Stock Holding Change Map in T. Rowe Price Capital Appreciation Fund (PRWCX)

  

Latest News on T. Rowe Price Capital Appreciation (PRWCX) Fund

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T. Rowe Price Capital Appreciation Fund (PRWCX) Related ResourcesSee more information on T. Rowe Price Capital Appreciation (PRWCX) Fund

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