Ad is loading...
MENU

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

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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 Adv MF is 1.54T. The market cap for tickers in the group ranges from 30.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is FTV at 30.23B.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Capital Appreciation Adv MF was 87%. For the same stocks of the MF, the average monthly volume growth was 149% and the average quarterly volume growth was 101%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 64
Price Growth Rating: 42
SMR Rating: 45
Profit Risk Rating: 23
Seasonality Score: -10 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
VTOL36.61-0.15
-0.41%
Bristow Group
SYNA74.64-0.60
-0.80%
Synaptics
MDWD16.00-0.37
-2.26%
MediWound Ltd
FWONK81.61-2.89
-3.42%
Liberty Media Corp
ONCO1.27-0.36
-22.09%
Onconetix Inc

PACLX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PACLX
1D Price
Change %
PACLX100%
-1.13%
PRWCX - PACLX
100%
Closely correlated
-1.14%
TPPAX - PACLX
98%
Closely correlated
-0.71%
RBAIX - PACLX
95%
Closely correlated
-0.75%
RPBAX - PACLX
95%
Closely correlated
-0.75%
MACHX - PACLX
93%
Closely correlated
-0.68%
More