T. Rowe Price Capital Appreciation
100 East Pratt Street Baltimore MD 21202
Map
Phone: 800-638-5660
| Category: | Moderate Allocation | | Fund Family: | T. Rowe Price | | Net Assets: | 9.10B | | Year-to-Date Return: | -25.63% | | Yield: | 3.33% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-86 |
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David R. Giroux
Lead Manager since
30-Jun-06 | | | Giroux is vice president of T. Rowe Price Group, Inc. He is also a portfolio manager and research analyst in the equity division following automotive, electrical equipment, industrial manufacturing, and building materials products industries.Prior to joining the firm in 1998, he worked as a Commercial Credit Analyst with Hillsdale National Bank. Giroux holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund will invest primarily in the common stocks of established U.S. companies that have above-average potential for capital growth. It invests at least half of assets in common stocks and invests the remaining assets in other securities, including convertible securities, corporate and government debt, foreign securities, futures, and options. |
| Last Dividend
(18-Dec-07):
| 0.53 | | Last Cap Gain
(18-Dec-07):
| 1.12 | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 72.64% |
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| Expense | PRWCX | Category
Avg | | Total Expense Ratio: | 0.70%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$227 | $623 | | 5 Yr Expense Projection*: |
$395 | $941 | | 10 Yr Expense Projection*: |
$883 | $1,840 |
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2.63% Nasdaq 0.00%
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