T. Rowe Price Blue Chip Growth Fund (TRBCX)

151.20
Net Asset Value
-1.22%
1 Day
+21.59%
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+6.01% 3 years+21.21%
3 months+23.69% 5 years+17.57%
1 year+35.53% Since inception+11.75%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+17.57%+12.84%
Expense ratio0.69%1.05%
Risk 5 year sharpe ratio0.940.79
Net assets$85.0B$4.8B
Average market cap$212.9B$222.6B
Average P/E33.830.2
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. stock89.94%
International stock10.05%
Cash0.01%
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 Amazon11.64%
FB Facebook6.36%
MSFT Microsoft5.69%
GOOG Google5.14%
BABA Alibaba Group Holding Ltd4.01%
AAPL Apple3.92%
V Visa3.31%
-- 2.78%
MA MasterCard2.72%
PYPL PayPal Holdings Inc2.50%