T. Rowe Price Blue Chip Growth Fund (TRBCX)

114.62
Net Asset Value
+1.35%
1 Day
+19.36%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.70%
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-4.52% 3 years+18.68%
3 months+0.39% 5 years+14.25%
1 year+6.05% Since inception+11.21%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+14.25%+11.33%
Expense ratio0.70%1.08%
Risk 5 year sharpe ratio1.010.84
Net assets$65.1B$3.9B
Average market cap$140.8B$174.2B
Average P/E29.526.2
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 26 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.74%
International stock7.12%
Cash0.13%
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 Amazon9.77%
MSFT Microsoft5.91%
FB Facebook5.86%
GOOG Google3.74%
V Visa3.64%
BA Boeing3.44%
BABA Alibaba Group Holding Ltd3.34%
MA MasterCard3.11%
UNH UnitedHealth2.37%
-- 2.26%