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Fund Intelligence | Best Managers | PRWCX Insights | PRWCX Score | PRWCX Performance | PRWCX Manager | PRWCX News | PRWCX Allocation | PRWCX Holdings Change

Mutual Fund Insights: T. Rowe Price Capital Appreciation Fund (PRWCX)

In-depth Analysis of T. Rowe Price Capital Appreciation Fund (PRWCX)

Mutual fund chart: T. Rowe Price Capital Appreciation Fund (PRWCX)

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See T. Rowe Price Capital Appreciation Fund (PRWCX) performance details as of January 31, 2010

  

    Last Trade: $18.78 on 3/9/2010, Change: +0.01 (0.05%)
Experiment our closing price forecasting tool for T. Rowe Price Capital Appreciation Fund (PRWCX) (alpha release)

  

Fund Manager - David R. Giroux

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Giroux is vice president of T. Rowe Price Group, Inc. He is also a portfolio manager and research analyst in the equity division following automotive, electrical equipment, industrial manufacturing, and building materials/products industries?Prior to joining the firm in 1998, he worked as a Commercial Credit Analyst with Hillsdale National Bank. Giroux holds the Charted Financial Analyst designation.  Get more insights on David R. Giroux

  

What we like about T. Rowe Price Capital Appreciation Fund (PRWCX) What we like about T. Rowe Price Capital Appreciation Fund (PRWCX)

Data for T. Rowe Price Capital Appreciation Fund (PRWCX) as of January 31, 2010

  • T. Rowe Price Capital Appreciation Fund (PRWCX) management has been with T. Rowe Price Capital Appreciation Fund for 3.7 years
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good short-term performance (1-year return 36.05% vs 27.80% Moderate Allocation category average)
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good mid-term performance (3-year return -0.30% vs -2.95% Moderate Allocation category average)
  • T. Rowe Price Capital Appreciation Fund (PRWCX) has good Long-term performance (5-year return 4.53% vs 1.92% Moderate Allocation category average)
  • 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) has a lower management fee than its Moderate Allocation average: 0.74% vs 1.02%
  • 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

  

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

Data for T. Rowe Price Capital Appreciation Fund (PRWCX) as of January 31, 2010

  • T. Rowe Price Capital Appreciation Fund (PRWCX) has an annual stock turnover rate of 94.30% that is higher than the Moderate Allocation average of 87.10%. This could mean T. Rowe Price Capital Appreciation is more nimble, but also signal potential high tax impact and high trading fees
  • T. Rowe Price Capital Appreciation Fund (PRWCX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.99 that is higher than category average of 14.84
See T. Rowe Price Capital Appreciation Fund (PRWCX) performance details as of January 31, 2010

  

  

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

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

DateNet Asset
01/2010$9.16B
11/2009$8.78B
10/2009$8.55B
More historic net asset information on T. Rowe Price Capital Appreciation Fund (PRWCX)

  

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

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

DateCashStockBondOther
09/200913.66%61.12%16.07%9.15%
06/20099.96%62.29%18.21%9.54%
03/200918.67%60.95%11.94%8.45%
Click here to see more historic asset allocation information on T. Rowe Price Capital Appreciation Fund (PRWCX)

  

Most Recent Top 10 Holdings in T. Rowe Price Capital Appreciation Fund (PRWCX)

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

30-Sep-09
T. Rowe Price Reserve [11.56%]
COVIDIEN PLC [2.57%]
EXXON MOBIL CP [2.57%]
TIME WARNER INC NEW [2.31%]
T. Rowe Price Instl Floating Rate [2.29%]
DANAHER CP [2.24%]
PHILIP MORRIS INTL [2.13%]
SPECTRA ENERGY [1.91%]
JP MORGAN CHASE CO [1.69%]
WILLIAMS COS [1.66%]

30-Jun-09
T. Rowe Price Reserve [7.29%]
EXXON MOBIL CP [2.68%]
T. Rowe Price Instl Floating Rate [2.29%]
TIME WARNER INC NEW [2.18%]
COVIDIEN PLC [2.16%]
PHILIP MORRIS INTL [2.05%]
SPECTRA ENERGY [1.91%]
WILLIAMS COS [1.81%]
WESTERN UNION COMPAN [1.8%]
DANAHER CP [1.67%]

31-Mar-09
T. Rowe Price Instl Floating Rate [2.83%]
TIME WARNER INC NEW [2.01%]
LOWES COMPANIES [1.93%]
SPECTRA ENERGY [1.92%]
TEXAS INSTRUMENTS [1.9%]
PHILIP MORRIS INTL [1.86%]
DANAHER CP [1.76%]
TYCO ELECTRONICS [1.76%]
EXXON MOBIL CP [1.74%]
COVIDIEN LTD [1.7%]
Click here for Stock Holding Change Map in T. Rowe Price Capital Appreciation Fund (PRWCX)

  

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