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 ...
Out of a universe of more than 8,000, only these 45 mutual funds passed Russ Kinnel’s strict screen for fantastic funds.
There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
Take a look at the buys and sells of some top funds across the Morningstar Style Box.
Two candidates navigated last year's turbulent markets especially well.
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.
Departures of investment staff are worth watching, though.