T. Rowe Price Institutional Large Cap Growth Fund (TRLGX)

41.02
Net Asset Value
0.00%
1 Day
+11.14%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.56%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation through investments in common stocks of growth companies. In taking a growth approach to stock selection- the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large-cap companies. The advisor defines a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index- a widely used benchmark of the largest U.S. growth stocks. The fund is non-diversified.

Performance

1 month+5.67% 3 years+16.80%
3 months+2.14% 5 years+18.86%
1 year+29.67% Since inception+10.59%
Data through --

Peer Comparisonvs. Large growth

 TRLGXCategory
Performance 5-yr return+18.86%+13.81%
Expense ratio0.56%1.10%
Risk 5 year sharpe ratio1.421.16
Net assets$17.3B$3.5B
Average market cap$123.9B$149.9B
Average P/E33.026.0
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureTaymour Tamaddon / 1 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock91.97%
International stock6.34%
Cash1.59%
Fixed income0.09%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 18.07%
Telecommunication 16.63%
Hardware 13.49%
Industrial materials 13.08%
Energy 9.73%
Top 10 Holdings
Portfolio weighting
AMZN Amazon7.92%
MSFT Microsoft5.82%
BKNG Priceline5.40%
BA Boeing4.96%
V Visa4.38%
GOOGL Google4.23%
FB Facebook3.82%
UNH UnitedHealth2.70%
BABA Alibaba Group Holding Ltd2.48%
CI Cigna Corp2.36%