T. Rowe Price Blue Chip Growth Fund (TRBCX)

68.86
Net Asset Value
-0.26%
1 Day
+6.59%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.74%
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 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+1.77% 3 years+23.25%
3 months+6.02% 5 years+18.79%
1 year+28.37% Since inception+10.28%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+18.79%+17.64%
Expense ratio0.74%1.24%
Risk 5 year sharpe ratio1.171.06
Net assets$24.8B$2.6B
Average market cap$47.1B$69.9B
Average P/E27.922.3
Portfolio turnover35%35%

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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. stock93.16%
International stock5.44%
Fixed income0.94%
Cash0.45%
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 Amazon.com Inc4.40%
GILD Gilead Sciences Inc3.29%
PCLN Priceline Group Inc3.27%
GOOGL Google Inc Class A2.84%
GOOG Google Inc Class C2.82%
DHR Danaher Corp2.58%
MCK McKesson Corp2.56%
MA MasterCard Inc Class A2.40%
BIIB Biogen Idec Inc2.29%
V Visa Inc Class A2.07%

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