T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.70%  
1 week
   
-2.34%  
4 week   +1.77%
   
3 month   +1.99%
   
YTD   +10.29%
   
1 year   +15.05%
   
3 years*   +21.02%
   
5 years*   +19.39%
   
*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 assets28.83B 
Front load-  
Deferred load-  
Expense ratio0.72%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.79%  
Stocks99.21%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
74.86+0.67(0.90%)
Jul 28, 4:00PM EDT 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* 6.43 2.80 1.42 1.54
Beta* 0.81 0.99 1.08 1.05
Mean annual return 1.05 1.59 1.63 0.89
R-squared* 78.69 68.60 84.67 89.37
Standard deviation 8.48 10.22 14.11 16.37
Sharpe ratio 1.48 1.86 1.38 0.56
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 4.35%  
Biogen Inc (BIIB) 3.01%  
McKesson Corp (MCK) 2.90%  
Priceline Group Inc (PCLN) 2.89%  
Facebook Inc Class A (FB) 2.67%  
Google Inc Class C Capital Stock (GOOG) 2.59%  
Visa Inc Class A (V) 2.53%  
Danaher Corp (DHR) 2.49%  
MasterCard Inc Class A (MA) 2.39%  
Actavis PLC (AGN) 2.28%