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T. Rowe Price Blue Chip Growth Fund (TRBCX)

75.29
Net Asset Value
+0.57%
1 Day
+11.92%
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+5.80% 3 years+21.61%
3 months+4.51% 5 years+19.97%
1 year+17.00% Since inception+10.44%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+19.97%+16.96%
Expense ratio0.72%1.20%
Risk 5 year sharpe ratio1.381.23
Net assets$28.8B$2.7B
Average market cap$56.2B$76.4B
Average P/E27.221.4
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 22 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%