T. Rowe Price Blue Chip Growth Fund (TRBCX)

72.39
Net Asset Value
+1.06%
1 Day
+7.61%
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 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+5.81% 3 years+20.00%
3 months+5.16% 5 years+18.77%
1 year+12.04% Since inception+10.33%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+18.77%+14.09%
Expense ratio0.74%1.22%
Risk 5 year sharpe ratio1.181.03
Net assets$26.4B$2.7B
Average market cap$51.9B$70.2B
Average P/E28.220.9
Portfolio turnover33%33%

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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. stock91.49%
International stock7.33%
Fixed income0.88%
Cash0.30%
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 Amazon3.92%
PCLN Priceline2.99%
GILD Gilead Sciences2.91%
MCK McKesson Corp2.83%
V Visa2.66%
BIIB Biogen2.61%
DHR Danaher Corp2.60%
MA MasterCard2.57%
GOOG Google2.47%
FB Facebook2.46%

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