Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
T. Rowe Price All-Cap Opportunities Port
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Low 1115
5-Year Above Avg Below Avg 1040
10-Year High Average 811
Overall Above Avg Below Avg 1115
Morningstar Category: Large Growth | Number of Funds in Category: 1115
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 17.24
Mean 9.07
Sharpe Ratio 0.43
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM TR USD
R-Squared 95
Beta 0.94
Alpha -1.12
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, High Portfolio Turnover, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other
Show Risk Definitions
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.