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  • T. Rowe Price Capital Opportunity Fund (PRCOX)
    Ticker Symbol:
    PRCOX
    Fund Status:
    Open to new Retail investors  /  Open to subsequent Retail investments
    Fund Objective
    Quick Stats
    Fiscal Year End  December
    Morningstar Category  Large Blend
    Inception Date 11/30/1994
    Tax ID 52-1905304
    Investment Objective
    The fund seeks to provide long-term capital growth by investing primarily in U.S. common stocks.
    Strategy
    A team of T. Rowe Price equity analysts selects stocks for the fund from the industries they cover based on rigorous fundamental analysis that assesses the quality of the business franchise, earnings growth potential for the company, and value of the stock.

    The fund’s sector weightings are approximately the same as those of the Standard & Poor’s 500 Stock Index® (S&P 500 Index). The majority of the fund’s assets will be invested in large-capitalization U.S. common stocks, but small- and mid-capitalization and foreign stocks may also be purchased in keeping with fund objectives. In addition, the fund may buy some securities that do not meet its normal investment criteria when it perceives an unusual opportunity for gain.
    Investor Profile
    Individuals who seek capital appreciation and can accept the risks associated with investing in the stock market. Appropriate for both regular and tax-deferred accounts, such as IRAs.

    “Standard & Poor’s”, “S&P”, “S&P 500”, “Standard & Poor’s 500”, and “500” are trademarks of the McGraw-Hill Companies, Inc., and have been licensed for use by T. Rowe Price Index Trust, Inc. This product is not sponsored, endorsed, sold, or promoted by Standard & Poor’s, and Standard & Poor’s makes no representation regarding the advisability of investing in the Capital Opportunity Fund.
    Risk/Reward Potential*
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    The fund offers the possibility of attractive returns through a disciplined portfolio construction process and emphasis on stock selection by our industry-focused analysts. In addition, the fund’s flexible strategy, which gives the management team the latitude to diversify throughout nearly any industry or company size and use either a value or growth approach to select stocks, may help reduce the fund's risk.

    There is no guarantee that the fund’s investment approach will succeed, and, as with all equity funds, this fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Stocks of growth companies could have sharp price declines if their earnings disappoint investors. Stocks believed to be undervalued (i.e., value stocks) may actually be appropriately priced or may have an intrinsic value that is not recognized by the market for a long time. Small and medium-sized companies held by the fund should generally be more volatile than larger companies, and foreign stock holdings may lose value because of declining foreign currencies or adverse political or economic events overseas.
    *Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
    See Glossary for additional details on all data elements.