PACLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

T. Rowe Price Capital Appreciation Adv (PACLX) Ownership - Who owns T. Rowe Price Capital Appreciation Adv?

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

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

PACLX

Net Assets

61.5B

Fund Existence

over 20 years

Turnover

85.00

Total Expense Ratio

0.97

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

20B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

747M

Fund Type

OpenEnd

Index Fund

Management Fee

0.59

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

233.00

Number of Net Holdings

263.00

Number of Short Holdings

30.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

40.77%

Gain YTD

-3.467

Annual Yield % from dividends

1.92

Returns for 1 year

-2.93

Returns for 3 years

2.06

Returns for 5 years

20.43

Returns for 10 years

37.47

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details