T. Rowe Price Capital Appreciation shines bright thanks to its star manager. All of the fund’s share classes receive a Morningstar Analyst Rating of Gold, although it has remained closed to new investors since 2014.
T. Rowe Price Capital Appreciation Adv PACLX
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PACLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PACLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PACLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PACLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
One of the best in the business.
