T Rowe Price Capital Appreciation Fund - T Rowe Price
Shareclass
T Rowe Price Capital Appreciation Fund (PRWCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund T Rowe Price Capital Appreciation Fund - T Rowe Price
FUND COVERAGE
# of holdings47
% of assets59%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc1.23%$876.11M
- 2. Willis Towers Watson PLC0.89%$632.94M
- 3. Microsoft Corp4.43%$3.14B
- 4. S&P Global Inc0.64%$457.46M
- 5. Yum! Brands Inc1.11%$790.92M
- 6. Starbucks Corp1.42%$1.01B
- 7. Salesforce Inc0.37%$262.39M
- 8. Workday Inc0.52%$366.41M
- 9. Meta Platforms Inc1.61%$1.14B
- 10. Visa Inc1.15%$819.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vaxcyte Inc0.14%$96.64M
- 2. Canadian Natural Resources Ltd1%$706.72M
- 3. Aurora Innovation Inc0.85%$603.78M
- 4. Broadcom Inc1.6%$1.14B
- 5. KKR & Co Inc0.92%$655.95M
- 6. PTC Inc1.73%$1.23B
- 7. Arthur J Gallagher & Co1.19%$844.02M
- 8. Revvity Inc1.96%$1.39B
- 9. Roper Technologies Inc0.35%$247.48M
- 10. Amphenol Corp0.7%$497.61M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund T Rowe Price Capital Appreciation Fund - T Rowe Price
Totals
Holdings
Assets
Weight
Prisons
5.0
$9.53B
13%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$9.71B
14%
Borders high risk
0.0
$0
0%
Total
7.0
$10.5B
15%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$3.14B
4.43%
2.
Alphabet Inc
:$2.64B
3.71%
3.
Amazon.com Inc
:$2.49B
3.5%
4.
Yum! Brands Inc
$790.92M
1.11%
5.
Ingersoll Rand Inc
:$705.55M
0.99%
6.
Thermo Fisher Scientific Inc
:$474.18M
0.67%
7.
Salesforce Inc
:$262.39M
0.37%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
T Rowe Price Capital Appreciation Fund - T Rowe Price PRWCX
Environment
Social
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