T. Rowe Price Blue Chip Growth Fund (TRBCX)

107.62
Net Asset Value
+0.68%
1 Day
+11.74%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.70%
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 (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions- 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+2.48% 3 years+16.18%
3 months+3.03% 5 years+17.96%
1 year+29.72% Since inception+11.13%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+17.96%+13.81%
Expense ratio0.70%1.10%
Risk 5 year sharpe ratio1.381.16
Net assets$51.6B$3.5B
Average market cap$129.1B$149.9B
Average P/E32.526.0
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 24 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.56%
International stock7.13%
Cash0.31%
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 Amazon9.88%
MSFT Microsoft4.54%
FB Facebook4.48%
BKNG Priceline4.29%
GOOG Google3.96%
BABA Alibaba Group Holding Ltd3.69%
BA Boeing3.23%
V Visa3.22%
MA MasterCard2.80%
UNH UnitedHealth2.57%