PACLX Mutual Fund
PACLX Mutual Fund
T. Rowe Price Capital Appreciation Fund Advisor Class
PACLX Mutual Fund Overview
PACLX Mutual Fund (T. Rowe Price Capital Appreciation Fund Advisor Class) is managed by T.Rowe Price with $667.9M in net assets. PACLX expense ratio is 0.97%, holding 217 positions across sectors including Other, Information Technology, Health Care. Inception date: 2004-12-31.
PACLX performance shows a YTD return of 5.85%. The 1-year return is 11.79% and the 5-year return is 8.37%. PACLX dividend yield stands at 8.24%, paid annually.
PACLX top holdings include Amazon.Com Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.3%), Treasury Note (Otr) 3.63% Oct 31, 2030 (3.8%), Meta Platforms, Inc. (3.7%), Apple, Inc (3.6%). View all PACLX holdings, sector breakdown, or dividend history.
PACLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PACLX alternatives are available via the screener, along with tax-loss harvesting opportunities.