| 23.92 Net Asset Value | +0.04% 1 Day | +7.51% 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 | +0.76% | 3 years | +10.61% | |
| 3 months | +5.56% | 5 years | +7.46% | |
| 1 year | +13.92% | Since inception | +11.34% |
| PRWCX | Category | |
|---|---|---|
| Performance 5-yr return | +7.46% | +4.79% |
| Expense ratio | 0.73% | 1.35% |
| Risk 5 year sharpe ratio | 0.56 | 0.39 |
| Net assets | $14.6B | $2.0B |
| Average market cap | $36.4B | $35.4B |
| Average P/E | 15.3 | 15.1 |
| Portfolio turnover | 60% | 60% |
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| 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% |
| TMO Thermo Fisher Scientific Inc | 3.55% |
| DHR Danaher Corporation | 3.30% |
| UTX United Technologies Corp | 3.13% |
| PFE Pfizer Inc | 2.18% |
| IVZ Invesco Ltd. | 2.08% |
| PG Procter & Gamble Co | 1.97% |
| -- Dunkin Brands, Vr, 4.003%, 11/23/17 | 1.87% |
| RPIFX T. Rowe Price Instl Floating Rate | 1.82% |
| AAPL Apple Inc | 1.79% |
| FISV Fiserv, Inc. | 1.77% |
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