T. Rowe Price Capital Appreciation Fund (PRWCX)
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T. Rowe Price Capital Appreciation Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 7,059 | $220,730.23 | $260,124.15 | $39,393.92 | 17.85% |
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T. Rowe Price Capital Appreciation Fund Profile
| NASDAQ Exchange | US Country |
Overview
The fund is designed to manage a diversified portfolio with a primary focus on stock investments, accounting for at least 50% of its total assets. The balance is strategically allocated across a mix of corporate and government debt, including mortgage- and asset-backed securities, alongside bank loans, which essentially represent interests in amounts owed to a collective of lenders. This structure is meticulously curated to align with the fund's core investment objective, ensuring a balanced approach to asset distribution while aiming for capital growth and income generation through a multi-faceted investment strategy.
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- Stock Investments:
The fund dedicates no less than 50% of its total assets to equities, focusing on a broad spectrum of sectors and geographies to harness growth opportunities and diversification benefits. This segment is the cornerstone of the fund's investment strategy, aiming to capitalize on the growth potential of the equity markets.
- Corporate and Government Debt:
In pursuit of balanced risk and return, the remaining portion of the portfolio is invested in a variety of debt instruments, including corporate bonds and government securities. These investments are selected based on their potential to provide stable income while mitigating the overall volatility of the portfolio.
- Mortgage- and Asset-Backed Securities:
Part of the fund's debt investment also encompasses mortgage- and asset-backed securities. These are included to tap into the income and diversification benefits offered by securitized products, which are backed by pools of assets such as mortgages or loans.
- Bank Loans:
Investments in bank loans involve acquiring interests in amounts owed by borrowers to a syndicate of lenders. This component allows the fund to participate in syndicated loan markets, providing an alternative source of income and diversity to the investment mix.
- Foreign Securities:
Up to 25% of the fund's total assets may be allocated to foreign securities, broadening the investment horizon to include international markets. This allows for greater diversification across different economies and sectors, potentially enhancing the fund's performance through exposure to global growth dynamics.
