T. Rowe Price Capital OpportunityPRCOX

Morningstar Rating

Fund Research and Analysis

by Harry Milling

T. Rowe Price Capital Opportunity could aim higher given its firepower.

The fund seeks to outperform the S&P 500 within 1.75 percentage points over time. The fund has done that, and this is a solid option for those looking for incremental gains over the long term. Read more

Kudos

Since adopting its analyst-run format in 1999, the fund has posted solid returns.

The fund is run by a deep and seasoned bench of analysts. Read more

Risks

Turnover on the analyst team can mean the stock-pickers here change from time to time, but such changes are typically few and deliberate.

Portfolio constraints limit the extent to which the fund can outpace its bogy. Read more

Strategy

More than 30 analysts run this offering, and each is responsible for choosing stocks in one sector of the market. The group keeps sector weightings in line with the S&P 500 Index, but the analysts, who tend to employ growth-at-a-reasonable-price strategies, can have overweightings in stocks that they prefer. Read more

Management

The team of more than 30 analysts makes all stock-selection decisions. Anna Dopkin, T. Rowe's co-director of research, oversees the analyst team and monitors the portfolio. Ann Holcomb of T. Rowe's quantitative team and Jennifer Martin are also involved in the oversight process. Read more

Inside Scoop

More than just one manager is doing the stock-picking at this fund. In an effort to beat the S&P 500 Index, members of T. Rowe Price's analysis team pick the stocks instead. Read more

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