The Gold-rated T . Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.
The following is an excerpt from Morningstar's Premium Analyst Report for T . Rowe Price Capital Appreciation PRWCX , a moderate allocation fund that receives a Gold Fund Analyst Rating from Morningstar analysts. Morningstar.com Premium Members can click here to see the full Analyst Report. Not a ...
We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.
The strategy of this moderate allocation fund plays to T. Rowe's expertise across a broad range of asset classes, says Morningstar analyst Greg Carlson.
We're always willing to go where we see long-term value, but the market may not, says T . Rowe Price Capital Appreciation manager David Giroux.
The T . Rowe Price Capital Appreciation manager says bargains are hard to come by today but does see some value in the highest-quality high-yield bonds.
These durable strategies have bested the market over time.
A closer look at our process.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
These nominees handled a wide range of assets with notable skill.