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 Information Technology, Health Care, Communication Services. 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%), United States Treasury Note/Bond 3.625% 10/31/2030 (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.