Product Review: T. Rowe Price Capital Appreciation (PRWCX)

Product Review Summary:
1. PRWCX has outperformed its benchmark since 1993
2. However, most of the outperformance was before 2003
3. The fund allocates dynamically, but can be replicated

Timecodes:
00:00 Introduction
00:31 What is the fund's benchmark?
02:13 What has been driving the fund's risk & returns?
02:43 What were the key risk sources?
03:27 Has the fund generated alpha?
06:00 Can this fund be replicated?


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#finance #investment #financialeducation #assetmanagement #financialadvisor #equity
#alphainvestments #stockmarketvolatility
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