T. Rowe Price All-Cap Opportunities Fund - Advisor Class

Frequently Asked Questions About PAWAX

What does PAWAX invest in?

This investment vehicle strives for significant long-term wealth appreciation. Its primary strategy involves directing capital into equity shares of companies that exhibit strong growth trajectories. A substantial portion of its holdings, specifically at least 65% of its entire asset base, is allocated to common stocks of U.S.-based businesses. These companies are selected from economic sectors that T. Rowe Price has identified as either experiencing the most rapid growth or possessing the most promising future expansion potential. Furthermore, the fund has the discretion to invest in international equities, provided these align with its main objective.

What is the expense ratio of PAWAX?

T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PAWAX?

T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX) manages $6.82B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is PAWAX actively managed or an index fund?

PAWAX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PAWAX's is 1.05%) in exchange for the discretion to over- or under-weight positions.

When was PAWAX launched?

T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX) launched in December 2005 and is managed by T. Rowe Price.

How has PAWAX performed?

PAWAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.