Morningstar® Investment Profile™   Morningstar®
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T. Rowe Price All-Cap Opportunities Port
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 1142
Large Growth Funds
Style Box™
What is this?
As of 2022-03-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term capital growth.
The fund invests primarily (at least 65% of its total assets) in common stocks of U.S. companies operating in those sectors of the economy that, in the view of the fund's adviser are the fastest growing or have the greatest growth potential. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objective.
  Morningstar Category: Large Growth
Large-growth portfolios invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries. 
  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.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 90.4
Bullet Non-U.S. Stocks Non-U.S. Stocks 7.8
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.8
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 33.58
Basic Materials 3.15
Consumer Cyclical 18.04
Financial Services 12.39
Real Estate 0.00
Sensitive 46.14
Communication Services 10.89
Energy 4.30
Industrials 7.66
Technology 23.29
Defensive 20.29
Consumer Defensive 0.00
Healthcare 17.21
Utilities 3.08
Data through 2022-03-31
Holding Status
Total Number of Stock Holdings 75
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 33.93
Turnover % (as of 2021-12-31) 73.10
30 Day SEC Yield % 0.00
Top Holdings
Sector P/E % of Net
Microsoft Corp 28.38 6.29
Apple Inc 24.20 4.47
Alphabet Inc Class C 20.63 4.32
Visa Inc Class A 33.31 3.66
Charles Schwab Corp 25.31 3.23
UnitedHealth Group Inc 27.19 3.03 Inc 57.99 2.65
NextEra Energy Inc 102.28 2.42
The Home Depot Inc 19.21 1.99
Rivian Automotive Inc Class A --- 1.87
Data through 2022-03-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Technology Sector
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  Other Information
Inception Date: 1994-03-31
Portfolio Manager(s)
Justin P. White   (2016-04-01)
Justin White is a portfolio manager in the U.S. Equity Division of T. Rowe Price. Prior to his current role, Mr. White was an equity analyst covering Internet infrastructure companies and cable/satellite and U.S. telecom companies. He is a vice president of T. Rowe Price Group, Inc. Mr. White joined the firm in 2008 after serving as an equity summer intern for T. Rowe Price in 2007. Prior to this, he was a senior analyst at the Analysis Group in Washington, D.C. Mr. White earned an A.B., magna cum laude, in applied mathematics and economics from Dartmouth College and an M.B.A. from the Tuck School of Business at Dartmouth, where he was a member of Phi Beta Kappa, graduated with highest distinction, and was an Edward Tuck Scholar. He also has earned the Chartered Financial Analyst designation.
Investment Advisor(s)
T. Rowe Price Associates, Inc.
T. Rowe Price
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