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PRWCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 26 closing price
Price
$35.87
Change
+$0.02 (+0.06%)
Net Assets
71.43B

PRWCX T. Rowe Price Capital Appreciation Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the T. Rowe Price Capital Appreciation MF is 2.04T. The market cap for tickers in the group ranges from 17.69B to 3.79T. GOOGL holds the highest valuation in this group at 3.79T. The lowest valued company is FTV at 17.69B.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Capital Appreciation MF was -83%. For the same stocks of the MF, the average monthly volume growth was -66% and the average quarterly volume growth was -85%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 33
P/E Growth Rating: 68
Price Growth Rating: 48
SMR Rating: 44
Profit Risk Rating: 51
Seasonality Score: -28 (-100 ... +100)
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published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
T. Rowe Price Capital Appreciation Fund100 East Pratt StreetBaltimore
Phone
N/A
Web
www.troweprice.com
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PRWCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PRWCX has been closely correlated with PACLX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if PRWCX jumps, then PACLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PRWCX
1D Price
Change %
PRWCX100%
+0.06%
PACLX - PRWCX
100%
Closely correlated
+0.03%
TPPAX - PRWCX
98%
Closely correlated
+0.16%
RBAIX - PRWCX
95%
Closely correlated
+0.11%
RPBAX - PRWCX
95%
Closely correlated
+0.07%
MACHX - PRWCX
93%
Closely correlated
+0.09%
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