T. Rowe Price All-Cap Opportunities-Adv (PAWAX)
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T. Rowe Price All-Cap Opportunities-Adv
Baltimore MD 21202
100 East Pratt Street
T. Rowe Price New America Growth Fund
Management Information
Justin P. White,Lead Manager since March 31, 2016
Justin White has been chair of the committee since 2016 He joined T. Rowe Price in 2008, and his investment experience dates from that time. He has served as a portfolio manager with the Firm throughout the past five years. He was 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyT. Rowe Price
Net Assets13.23B
YTD Return13.40%
Yield0.00%
Morningstar Rating★★★★★
Inception DateSept 29, 1985
Fund Operations
Last Dividend0.08
Last Cap Gain24.00
Holdings Turnover95.60%
Average for CategoryN/A
Fees & Expenses
ExpensePAWAXCategory Average
Annual Report Expense Ratio (net)0.81%0.99%
Prospectus Net Expense Ratio0.81%N/A
Prospectus Gross Expense Ratio0.81%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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