T. Rowe Price Capital Appreciation Advisor ( PACLX ) a Zacks Rank #1 (Strong Buy) invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt. It may also invest up to 25% of its total assets in foreign securities.
This All Cap Value fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, MARSH & MCLENNAN CO, DANAHER CORP and THERMO FISHER SCIENTIFIC were the top holdings for PACLX.
The T. Rowe Price Capital Appreciation Advisor fund, managed by T. Rowe Price, carries an expense ratio of 1%. Moreover, PACLX requires a minimal initial investment of $2,500.
PACLX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 10.61%, 3 year 11.15% and 5 year 12,95%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
PACLX’s performance, as of the last filing, when compared to funds in its category was in the top 35% in 1 year, top 16% over the past 3 years, and in the 39% over the past 5 years.
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