T. Rowe Price Blue Chip Growth Fund (TRBCX)

102.99
Net Asset Value
-4.64%
1 Day
-17.18%
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-9.71% 3 years+12.51%
3 months-13.15% 5 years+10.74%
1 year-2.82% Since inception+11.04%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+10.74%+12.10%
Expense ratio0.70%1.06%
Risk 5 year sharpe ratio0.840.69
Net assets$67.4B$4.0B
Average market cap$163.3B$175.6B
Average P/E31.325.9
Portfolio turnover32%32%

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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. stock91.62%
International stock8.33%
Cash0.04%
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 Amazon8.82%
FB Facebook6.47%
GOOG Google5.31%
MSFT Microsoft4.99%
BABA Alibaba Group Holding Ltd4.38%
V Visa3.72%
MA MasterCard3.25%
AAPL Apple2.57%
-- 2.32%
BA Boeing2.19%