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T Rowe quote and profile

 
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24.95
  
FUND
0.14  Macroaxis: 0.56 Up   0.56%  
May 18 2013 

Diversification Suggestion

Use T Rowe to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze T Rowe Price Capital Trend or Check current 30 days T Rowe correlation with market (S&P 500)
1 Month Beta 0.52  
Highest Price:  
Lowest Price:  
24.95  
23.71  
May 17 2013 
April 18 2013 
As returns on market increase, T Rowe returns are expected to increase less than the market. However during bear market, the loss on holding T Rowe will be expected to be smaller as well.
T Rowe Price Capital Appreciation Small BetaT Rowe Price Capital Beta Legend
PRWCX United States NASDAQ
T Rowe Price Capital Appreciation
T. Rowe Price
Moderate Allocation
Contact Number: 800. 638. 5660
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset14.57 B
Last Dividend Paid0.41
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
 United States Nasdaq   0.69 % Macroaxis: 0.69 Moved Up  
 
 thisGreen PRWCX PRWCX agains markets  0.56 % Macroaxis: 0.56 Moved Up  
 
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David Giroux  Money Manager
Fund Manager since June 29, 2006
CFA David Giroux is a vice president of T. Rowe Price Group, Inc., and T.Rowe Price Associates, Inc., and a portfolio manager in the U.S. Equity Division. He is president and chairman.David joined the firm in 1998 and un...
    

T Rowe Price and Market Media

The median price of T Rowe for the period between Thu, Apr 18, 2013 and Sat, May 18, 2013 is 24.39 with a coefficient of variation of 1.45. The daily time series for the period is distributed with a sample standard deviation of 0.35, arithmetic mean of 24.37, and mean deviation of 0.3. The Fund did not receive any noticable media coverage during the period.
T Rowe         Market
Price Growth (%)
 

T Rowe Summary

T Rowe Price Capital Appreciation [PRWCX] is traded in USA and was established in June 29, 1986. The fund is listed under Moderate Allocation category and is part of T. Rowe Price family. This fund at this time has accumulated 14.57 B in assets with minimum initial investment of 2.5 K. T Rowe Price Capital Appreciation is currently producing year-to-date (YTD) return of 5.03% with the current yeild of 1.68%, while the total return for the last 3 years was 18.82%.

Fund Instrument Allocation for T Rowe

The fund invests 59.19% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (15.41%), cash(13.49%) and various exotic instruments.
Past Market
Over 30
Days
41
Out Of
100
 
Chance of
Less
Than
%
 
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T Rowe Research Report

T Rowe vs. American

Correlation analysis and fundamentals comparison between T Rowe Price Capital and American Funds Fund of

T Rowe Asset Under Management

T Rowe Price Capital Appreciation is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Moderate Allocation category is currently estimated at about 793.97 Billion. T Rowe claims roughly 14.57 Billion in net asset contributing just under 2% to funds under Moderate Allocation category.

T Rowe Fundamentals

Minimum Initial Investment vs One Year Return
Five Year Return vs Price to Sales
Minimum Initial Investment vs Equity Positions Weight
Last Dividend Paid vs Price to Sales

T Rowe vs Competition

T Rowe vs. American Funds Inc Fund of Amer F2
T Rowe vs. American Funds Inc Fund of Amer R4
T Rowe vs. American Funds Inc Fund of Amer R6
T Rowe vs. American Funds Inc Fund of Amer R1
T Rowe vs. American Funds Inc Fund of Amer R3
T Rowe vs. American Funds Inc Fund of Amer 529A
T Rowe vs. American Funds Inc Fund of Amer 529B
T Rowe vs. American Funds Inc Fund of Amer C
T Rowe vs. American Funds Inc Fund of Amer 529F1
T Rowe vs. American Funds Inc Fund of Amer B

T Rowe May 18 2013 Opportunity Range

Downside Deviation0.3734
Information Ratio(0.42)
Maximum Drawdown1.21
Value At Risk(0.24)
Potential Upside0.6188

 
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