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Is T. Rowe Price Capital Appreciation Fund (PRWCX) Worth Another Look?

T. Rowe Price Capital Appreciation (PRWCX) a Zacks Ranked #1 (Strong Buy) seeks maximum long-term capital appreciation. PRWCX primarily invests in the common stocks of established U.S. companies believed to have above-average potential for capital growth.

This All Cap Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Intermediate Bond. Further, as of the last filing, MARSH & MCLENNAN CO, DANAHER CORP and THERMO FISHER SCIENTIFIC INC were the top holdings for PRWCX.

The T. Rowe Price Capital Appreciation fund, managed by T. Rowe Price, carries an expense ratio of 0.70. Moreover, PRWCX requires a minimal initial investment of $2,500.

PRWCX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 4.22%, 3 year 11.15%, and 5 year 10.84%. To see how this fund performed compared in its category, please click here.

PRWCX’s performance, as of the last filing, when compared to funds in its category was in the top 2% in 1 year, top 10% over the past 3 years, and in the 16% over the past 5 years.

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