T. Rowe Price Blue Chip Growth Fund (TRBCX)

121.29
Net Asset Value
+0.82%
1 Day
+26.30%
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+3.73% 3 years+20.74%
3 months+3.30% 5 years+14.35%
1 year+17.78% Since inception+11.22%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+14.35%+11.04%
Expense ratio0.70%1.06%
Risk 5 year sharpe ratio0.950.79
Net assets$68.1B$4.1B
Average market cap$139.5B$180.7B
Average P/E29.327.2
Portfolio turnover27%27%

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 & tenureLarry Puglia / 26 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.48%
International stock7.49%
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 Amazon9.05%
MSFT Microsoft6.20%
FB Facebook5.54%
GOOG Google4.38%
BA Boeing4.00%
BABA Alibaba Group Holding Ltd3.66%
V Visa3.64%
MA MasterCard3.21%
SYK Stryker Corp2.20%
-- 2.12%