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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
T. Rowe Price Capital Appreciation (PRWCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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36.07
+0.04
(+0.11%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
5.41%
Stocks
60.98%
Bonds
32.18%
Others
1.31%
Preferred
0.13%
Convertible
0.00%
Sector weightings (%)
Sector(s)
PRWCX
Basic materials
1.86%
Consumer cyclical
6.98%
Financial services
10.73%
Property
0.44%
Consumer defensive
0.00%
Healthcare
20.20%
Utilities
8.27%
Communication services
6.56%
Energy
4.71%
Industrials
10.01%
Technology
30.24%
Equity holdings
Average
PRWCX
Category average
Price/Earnings
0.03
23.62
Price/book
0.26
3.26
Price/sales
0.24
2.32
Price/Cash flow
0.06
15.57
Median market cap
155,747.34
97,816.96
3-year earnings growth
14.51
15.47
Bond holdings
Average
PRWCX
Category average
Maturity
9.7
5.72
Duration
6.11
4.49
Credit quality
N/A
N/A
Bond ratings
Sector(s)
PRWCX
US government
11.23%
AAA
34.27%
AA
0.00%
A
0.16%
BBB
9.65%
BB
18.10%
B
33.92%
Below B
3.62%
Others
0.28%
Top 6 holdings (16.88% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Microsoft Corp
MSFT
4.99%
Alphabet Inc Class A
GOOGL
2.79%
UnitedHealth Group Inc
UNH
2.40%
Amazon.com Inc
AMZN
2.35%
Fortive Corp
FTV
2.31%
Canadian Natural Resources Ltd
CNQ.TO
2.04%
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