| 24.40 Net Asset Value | -0.85% 1 Day | +9.66% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 0.73% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +0.04% | 3 years | +13.91% | |
| 3 months | +3.39% | 5 years | +7.01% | |
| 1 year | +21.49% | Since inception | +11.39% |
| PRWCX | Category | |
|---|---|---|
| Performance 5-yr return | +7.01% | +4.79% |
| Expense ratio | 0.73% | 1.34% |
| Risk 5 year sharpe ratio | 0.52 | 0.36 |
| Net assets | $15.5B | $2.1B |
| Average market cap | $38.5B | $37.4B |
| Average P/E | 16.8 | 16.1 |
| Portfolio turnover | 60% | 60% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | T. Rowe Price |
| Fund manager & tenure | David Giroux / 6 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 19.82% |
| Industrial materials | 16.26% |
| Healthcare | 12.96% |
| Hardware | 11.73% |
| Energy | 10.00% |
| UTX United Technologies Corp | 3.59% |
| DHR Danaher Corporation | 3.46% |
| TMO Thermo Fisher Scientific Inc | 3.41% |
| FISV Fiserv, Inc. | 2.39% |
| PFE Pfizer Inc | 2.20% |
| IVZ Invesco Ltd. | 2.15% |
| TXN Texas Instruments, Inc. | 1.89% |
| STT State Street Corp | 1.89% |
| -- Dunkin Brands | 1.88% |
| USB U.S. Bancorp | 1.75% |
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