T. Rowe Price Capital Appreciation Fund (PRWCX) Research

This fund's primary goal is to achieve substantial capital growth over the long term. It typically commits at least half of its total assets to equities. The remaining portion of its portfolio is generally diversified across convertible securities, various forms of corporate and government debt (including those backed by mortgages and other assets), and bank loans, which represent a share in credit extended by a group of lenders to a borrower. The fund also has the flexibility to invest up to 25% of its assets in international securities.

Market snapshot

Symbol
PRWCX
Price
$37.40
Day change
+0.70%
Market cap
$38.5B
52-week range
33.93-39.24
Sector
Financial Services
Industry
Asset Management

Peer companies

  • MFS International Diversification Fund (MDIJX)
  • MFS Growth Fund (MFEIX)
  • T. Rowe Price Equity Index 500 Fund (PREIX)
  • American Funds 2050 Target Date Retirement Fund (RBHEX)
  • T. Rowe Price Mid-Cap Growth Fund (RRMGX)
  • Vanguard Health Care Fund Investor Shares (VGHCX)
  • Vanguard Mid-Cap Growth ETF (VOT)
  • Vanguard Target Retirement Income Fund (VTINX)

Open T. Rowe Price Capital Appreciation Fund (PRWCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.