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VY® T. Rowe Price Capital Apprec S2 ITCTX

Analyst rating as of
NAV / 1-Day Return
25.15  /  1.18 %
Total Assets
7.6 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Low
Longest Manager Tenure
16.33 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.71%
Turnover
58%

Morningstar’s Fund Analysis ITCTX

Will ITCTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A standout manager that continues to deliver.

Senior Analyst

Summary

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VY T. Rowe Price Capital Appreciation’s lead manager is one of the industry’s best. He has skillfully invested across asset classes with a contrarian approach for over 15 years, supporting a Morningstar Analyst Rating of Gold for the fund’s two cheapest share classes and Silver for the more expensive shares. Higher fees also moved the S and S2 shares down to Silver.

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