4 / 5 Stars
4 4 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.66 percent over the past year, 16.30 percent over the past three years, 18.07 percent over the past five years, and 7.80 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term capital growth. The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the S&P 500 Index. It may also purchase stocks that are not in the S&P 500 Index, but at least 80% of the fund's total assets will be invested in stocks that are in the index at the time of purchase. The fund normally expects to invest in approximately 250 to 325 companies. While the majority of assets will be invested in large-capitalization U.S. common stocks, small- and mid-capitalization and foreign stocks may also be purchased in keeping with fund objectives.
Fees are Above Average compared to funds in the same category.
T. Rowe Price Capital Opportunity Fund has an expense ratio of 0.71 percent.
Risk is Average compared to funds in the same category according to Morningstar.