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Opinion of T. Rowe Price Capital appreciation fund?

Posted on 1/13/17 at 4:11 pm
Posted by LakeViewLSU
Baton Rouge
Member since Jun 2009
17730 posts
Posted on 1/13/17 at 4:11 pm
What would you classify it as?

Conservative?

It looks like its up %25 in the last 5 years.

Anybody have money in this?
Posted by Janky
Team Primo
Member since Jun 2011
35957 posts
Posted on 1/13/17 at 4:45 pm to
It's ok. I would not classify it as conservative.
Posted by LakeViewLSU
Baton Rouge
Member since Jun 2009
17730 posts
Posted on 1/14/17 at 12:15 pm to
quote:

It's ok


You can always count on the Money Board for top of the line financial analysis.
Posted by Billder
Where you live
Member since Nov 2009
5223 posts
Posted on 1/15/17 at 4:17 pm to
Historically, there hasn't been a better "balanced" fund. I was under the impression it was closed to new investors. Do you currently have exposure to it?

There are areas of the market that I wouldn't pay for active manager. Balanced funds like this can be worth the extra expense ratio. 70bps is super attractive for a fund this good.

Good shop. Good management. Good price tag. Great fund.

ETA: With 60-65% equity exposure, Moderate is probably a better representation of the fund rather than conservative.
This post was edited on 1/15/17 at 4:23 pm
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