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T. Rowe Price Capital Appreciation PRWCX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
37.26  /  0.92 %
Total Assets
49.7 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Below Average
Longest Manager Tenure
14.98 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Limited
TTM Yield
1.01%
Turnover
87%

USD | NAV as of Jun 21, 2021 | 1-Day Return as of Jun 21, 2021, 9:43 PM GMT+00:00

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Morningstar’s Analysis

Will PRWCX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRWCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the PRWCX 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

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The Parent Pillar is our rating of PRWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

T. Rowe Price’s New Entity Brings Opportunities and Trade-Offs

Director

Analyst Note

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T. Rowe Price Group TROW announced on Nov. 19 that it plans to split its investment-research organization in two with the launch of T. Rowe Price Investment Management in 2022’s second quarter. Six existing strategies and supporting analytical resources will move to the new entity, and this cohort will remain entirely separate from the legacy T. Rowe Price Associates; the two teams will not share research or investment resources once divided.

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