T. Rowe Price Blue Chip Growth Fund (TRBCX)

155.24
Net Asset Value
+1.38%
1 Day
+24.84%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.69%
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+1.25% 3 years+19.22%
3 months+5.61% 5 years+17.82%
1 year+34.32% Since inception+11.84%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+17.82%+16.99%
Expense ratio0.69%1.05%
Risk 5 year sharpe ratio1.110.96
Net assets$88.5B$5.1B
Average market cap$253.8B$255.7B
Average P/E37.233.5
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 27 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock89.18%
International stock10.80%
Cash0.03%
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 Amazon11.84%
FB Facebook6.53%
MSFT Microsoft5.24%
BABA Alibaba Group Holding Ltd4.93%
GOOG Google4.77%
AAPL Apple4.73%
V Visa3.08%
MA MasterCard2.72%
PYPL PayPal Holdings Inc2.62%
-- 2.61%