T. Rowe Price Blue Chip Growth Fund (TRBCX)

71.55
Net Asset Value
+0.10%
1 Day
+10.76%
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+5.38% 3 years+25.56%
3 months+3.12% 5 years+17.47%
1 year+14.85% Since inception+10.40%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+17.47%+14.60%
Expense ratio0.74%1.24%
Risk 5 year sharpe ratio1.171.06
Net assets$26.3B$2.6B
Average market cap$48.8B$69.6B
Average P/E28.223.6
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. stock92.52%
International stock6.42%
Fixed income0.91%
Cash0.14%
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 Inc4.31%
GILD Gilead Sciences Inc4.09%
PCLN Priceline Group Inc3.14%
GOOG Google Inc2.84%
GOOGL Google Inc Class A2.80%
MCK McKesson Corp2.76%
BIIB Biogen Idec Inc2.64%
FB Facebook Inc Class A2.55%
BIDU Baidu Inc ADR2.38%
DHR Danaher Corp2.37%

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