Morningstar

T. Rowe Price Capital Appreciation And Income Fund PRCFX

Medalist Rating as of Aug 31, 2026 See T. Rowe Price Investment Hub

Strategy

The investment seeks total return through a combination of income and capital appreciation. The fund normally invests 50-70% of its net assets in fixed income and other debt instruments, including corporate and government bonds, mortgage- and asset-backed securities, convertible bonds, and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders). It normally invests 30-50% of its net assets in common and preferred stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PRCFX	T. Rowe Price Capital Appreciation And Income Fund	No Load	Open	—		Nov 29, 2023	$203.29M	0.650%	Below Average	$2,500	−$16.07M
PRCHX	T. Rowe Price Capital Appreciation And Income Fund-I Class	Institutional	Open	—		Nov 29, 2023	$204.82M	0.490%	Low	$500,000	$43.61M

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