T. Rowe Price Blue Chip Growth Fund (TRBCX)

112.89
Net Asset Value
+0.28%
1 Day
+17.56%
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+1.62% 3 years+19.55%
3 months+8.43% 5 years+15.61%
1 year+9.52% Since inception+11.13%
Data through --

Peer Comparisonvs. Large growth

 TRBCXCategory
Performance 5-yr return+15.61%+11.26%
Expense ratio0.70%1.08%
Risk 5 year sharpe ratio1.030.84
Net assets$60.4B$3.8B
Average market cap$120.0B$172.0B
Average P/E27.424.8
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyT. Rowe Price
Fund manager & tenureLarry Puglia / 25 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock93.64%
International stock5.91%
Cash0.45%
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 Amazon10.02%
MSFT Microsoft5.74%
GOOG Google4.44%
BA Boeing3.85%
FB Facebook3.83%
V Visa3.50%
UNH UnitedHealth3.21%
BKNG Priceline2.98%
-- 2.94%
MA MasterCard2.89%