PNAIX Mutual Fund

PNAIX Mutual Fund

NAV$80.99
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Fund Essentials - as of Mar 31, 2026

Net Assets
$836M
Expense Ratio
0.66%
Dividend Yield (Current)
8.54%
Holdings
100
Inception Date
Dec 17, 2015
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.28%
1 Year+6.74%
3 Year+15.27%
5 Year+8.91%
10 Year+17.98%

Asset Allocation

Stocks: 96.11%
Other: 3.89%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.85%
AAPLApple, Inc6.69%
GOOGAlphabet Inc. C4.20%
MSFTMicrosoft Corp3.91%
PRRXXT. Rowe Price Government Reserve Fund3.76%
Top 10 Concentration: 40.47%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.54%
Frequency
Annually
Latest Distribution
$14.08
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PNAIX Mutual Fund Overview

PNAIX Mutual Fund (T. Rowe Price All-Cap Opportunities Fund Class I) is managed by T.Rowe Price with $835.8M in net assets. PNAIX expense ratio is 0.66%, holding 100 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2015-12-17.

PNAIX performance shows a YTD return of -0.28%. The 1-year return is 6.74% and the 5-year return is 8.91%. PNAIX dividend yield stands at 8.54%, paid annually.

PNAIX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.7%), Alphabet Inc. C (4.2%), Microsoft Corp (3.9%), T. Rowe Price Government Reserve Fund (3.8%). Go to all PNAIX holdings, PNAIX sectors, or PNAIX dividends.

PNAIX can be compared against other funds. Use PNAIX overlap to find shared positions, or PNAIX vs another fund for a side-by-side view. PNAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.