PRWCX : T. Rowe Price Capital Appreciation Fund

PRWCX is a Allocation Market All-In-One with MODERATE fees.

PRWCX

T. Rowe Price Capital Appreciation Fund

FI Score

66 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

66% FI Score
  • prwcx
  • Mutual Fund
  • Allocation
  • All-In-One

T. Rowe Price Capital Appreciation Fund

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.

Largest Holdings

Amount Holding
4.10% Microsoft Corp
4.00% Fiserv Inc
3.94% General Electric Co
3.31% Humana Inc
2.91% Marsh & McLennan Companies Inc
2.67% PerkinElmer Inc
2.63% Keurig Dr Pepper Inc
2.59% Amazon.com Inc
2.55% Thermo Fisher Scientific Inc
2.54% NXP Semiconductors NV
2.52% Danaher Corp
2.39% Alphabet Inc Class C
2.34% Fortive Corp
2.20% Refinitiv US Holdings
2.08% Yum Brands Inc
1.95% Hilton Worldwide Holdings Inc
1.91% Visa Inc Class A
1.89% Intercontinental Exchange Inc
1.89% Facebook Inc A
1.84% UnitedHealth Group Inc
1.78% Becton, Dickinson and Co
1.76% Roper Technologies Inc
1.68% Global Payments Inc
1.62% Raytheon Co
1.58% Alcon Ag

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