T. Rowe Price Blue Chip Growth Fund (TRBCX)

104.30
Net Asset Value
-1.00%
1 Day
+8.30%
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 (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-2.30% 3 years+15.65%
3 months+0.40% 5 years+19.18%
1 year+32.66% Since inception+11.10%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+19.18%+13.81%
Expense ratio0.72%1.10%
Risk 5 year sharpe ratio1.381.18
Net assets$50.1B$3.6B
Average market cap$120.2B$149.6B
Average P/E30.627.1
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. stock92.08%
International stock7.69%
Cash0.23%
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 Amazon8.85%
FB Facebook5.26%
MSFT Microsoft4.51%
GOOG Google4.36%
BABA Alibaba Group Holding Ltd3.69%
BKNG Priceline3.57%
V Visa3.24%
BA Boeing2.89%
UNH UnitedHealth2.78%
MA MasterCard2.63%