T. Rowe Price Blue Chip Growth Fund (TRBCX)

72.13
Net Asset Value
-0.06%
1 Day
+7.22%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.72%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets in the common stocks of large-and medium-sized blue chip growth companies. It focuses on companies with leading market position, seasoned management, and strong financial fundamentals. The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

Performance

1 month-0.50% 3 years+20.35%
3 months+1.61% 5 years+20.62%
1 year+12.29% Since inception+10.52%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+20.62%+13.86%
Expense ratio0.72%1.21%
Risk 5 year sharpe ratio1.271.14
Net assets$28.9B$2.8B
Average market cap$56.2B$77.8B
Average P/E27.221.8
Portfolio turnover33%33%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 21 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock89.35%
International stock9.86%
Cash0.79%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 17.85%
Industrial materials 14.14%
Telecommunication 13.53%
Financial service 13.51%
Hardware 11.90%
Top 10 Holdings
Portfolio weighting
AMZN Amazon4.35%
BIIB Biogen3.01%
MCK McKesson Corp2.90%
PCLN Priceline2.89%
FB Facebook2.67%
GOOG Google2.59%
V Visa2.53%
DHR Danaher Corp2.49%
MA MasterCard2.39%
AGN Allergan2.28%

To view my watchlist

Not a member yet?

Sign up now for a free account