T. Rowe Price Capital Appreciation (PRWCX)
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T. Rowe Price Capital Appreciation
Baltimore MD 21202
100 East Pratt Street
T. Rowe Price Capital Appreciation Fund
Management information
David R. Giroux,Lead manager since 29 June 2006
David R. Giroux, CFA, is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. Mr. Giroux is a portfolio manager, Chief Investment Officer, U.S. Equity Multi-Discipline, and president and chairman of the Investment Advisory Committee. Mr. Giroux joined the firm in 1998 and, until 2006, had analytical responsibility for the firm’s investments in the industrials and automotive sectors. As an analyst, Mr. Giroux covered the automotive sector. Mr. Giroux has a B.A. in Finance and Political Economy from Hillsdale College. Mr. Giroux is also a chartered financial analyst.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyT. Rowe Price
Net assets60.45B
YTD return4.90%
Yield1.97%
Morningstar rating★★★★★
Inception date29 Jun 1986
Fund operations
Last dividend0.71
Last cap gain19.00
Holdings turnover65.10%
Average for categoryN/A
Fees and expenses
ExpensePRWCXCategory average
Annual report expense ratio (net)0.59%0.84%
Prospectus net expense ratio0.59%N/A
Prospectus gross expense ratio0.61%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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