The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in 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.
T. Rowe Price funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $2,500.
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T. Rowe Price Capital Appreciat
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Note: This calculator uses simplified assumptions based on PRWCX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
T. Rowe Price Capital Appreciat
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Important: This projection uses simplified assumptions based on PRWCX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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PRWCX is the ticker symbol for T. Rowe Price Capital Appreciat, a Balanced mutual fund managed by T. Rowe Price. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in 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.
PRWCX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
PRWCX has posted a 1-year return of +16.86%, 3-year return of +18.46%, 5-year return of +15.10%, 10-year return of +401.69%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
PRWCX requires a minimum initial investment of $2,500. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether PRWCX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.