T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.27%  
1 week
   
-0.19%  
4 week
   
-1.59%  
3 month   +2.08%
   
YTD
   
-0.64%  
1 year   +10.79%
   
3 years*   +19.52%
   
5 years*   +17.66%
   
*annualized
Best 3 month return+27.15%  
Worst 3 month return-36.37%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years High Above Average
5 years High Above Average
10 years Above Average Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets26.37B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.14%  
Stocks98.94%  
Bonds0.00%  
Other0.91%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
67.34-0.21(-0.31%)
Jan 30, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets in the common stocks of large-and medium-sized blue chip growth companies. It focuses on companies with leading market position, 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.
Fund filings (PDF) »
Asset manager:
Larry Puglia (Started: Jun 30, 1993)
Advisor Company:
T. Rowe Price Associates, Inc.
Fund family reports on Morningstar »
Dubai International Financial Centre, PO Box 482023, The Gate, Level 15, Office 24, Baltimore MD 21202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.36 -0.60 -0.40 0.92
Beta* 1.05 1.13 1.12 1.06
Mean annual return 0.79 1.75 1.39 0.82
R-squared* 59.23 76.35 88.33 89.63
Standard deviation 11.24 11.78 15.49 16.40
Sharpe ratio 0.84 1.78 1.07 0.51
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 4.31%  
Gilead Sciences Inc (GILD) 4.09%  
Priceline Group Inc (PCLN) 3.14%  
Google Inc (GOOG) 2.84%  
Google Inc Class A (GOOGL) 2.80%  
McKesson Corp (MCK) 2.76%  
Biogen Idec Inc (BIIB) 2.64%  
Facebook Inc Class A (FB) 2.55%  
Baidu Inc ADR (BIDU) 2.38%  
Danaher Corp (DHR) 2.37%