Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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

28.41
Net Asset Value
-1.11%
1 Day
+3.38%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.56%
Expense Ratio
Above Average
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. It 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-6.29% 3 years+18.85%
3 months-3.72% 5 years+17.67%
1 year+7.36% Since inception+9.58%
Data through --

Peer Comparisonvs. Large growth

 TRLGXCategory
Performance 5-yr return+17.67%+16.96%
Expense ratio0.56%1.20%
Risk 5 year sharpe ratio1.281.15
Net assets$13.4B$2.7B
Average market cap$56.0B$81.2B
Average P/E24.823.1
Portfolio turnover50%50%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureRobert Sharps / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock89.91%
International stock8.70%
Cash0.55%
Fixed income0.52%
Other0.33%
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 Amazon4.92%
V Visa4.04%
BA Boeing3.85%
PCLN Priceline3.65%
DHR Danaher Corp3.27%
ALXN Alexion Pharmaceuticals Inc3.15%
MCK McKesson Corp3.12%
GOOGL Google2.88%
MS Morgan Stanley2.76%
-- 2.75%

Partner Offers