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 ...
Rob Bartolo plans to relocate to the West Coast. Also, T . Rowe Price taps a manager to be director of research for U.S. equities.
T . Rowe Price's international funds have many attractions.
Rogers will hand off the fund in 2015 after a long transition period.
T . Rowe Price Group Inc., the asset manager that posted a profit every quarter since going public in 1986, reported first-quarter revenue that missed analysts' estimates as institutional clients pulled money.
T . Rowe Price Group Inc., the asset manager that has posted a profit every quarter since going public in 1986, said fourth-quarter earnings rose 23 percent as stock markets gained boosted assets and the fees they generate.
The T . Rowe Price Group has agreed to sell its banking unit to the investor Jacob Safra.
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.
Performance, especially, can lead investors to sell funds that they should have hung on to.
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