PACLX Mutual Fund
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 Information Technology, Health Care, Consumer Discretionary. Inception date: 2004-12-31.
PACLX performance shows a YTD return of 6.53%. The 1-year return is 9.96% and the 5-year return is 8.05%. PACLX dividend yield stands at 8.02%, 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%). Go to all PACLX holdings, PACLX sectors, or PACLX dividends.
PACLX can be compared against other funds. Use PACLX overlap to find shared positions, or PACLX vs another fund for a side-by-side view. PACLX alternatives are available via the screener, along with tax-loss harvesting opportunities.