T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.15%
   
1 week   +0.07%
   
4 week   +10.02%
   
3 month   +4.24%
   
YTD
   
-0.90%  
1 year
   
-0.12%  
3 years*   +12.40%
   
5 years*   +13.83%
   
*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 Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets30.75B 
Front load-  
Deferred load-  
Expense ratio0.71%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.51%  
Stocks99.50%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
72.22+0.12(0.17%)
Jul 28, 8:00PM 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 (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.
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* -5.80 0.47 -0.37 1.17
Beta* 1.17 1.10 1.11 1.06
Mean annual return -0.01 1.11 1.10 0.83
R-squared* 88.73 79.05 84.53 89.10
Standard deviation 17.96 13.88 14.65 17.09
Sharpe ratio -0.02 0.95 0.89 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 8.36%  
Facebook Inc A (FB) 4.58%  
Alphabet Inc C (GOOG) 4.10%  
The Priceline Group Inc (PCLN) 3.53%  
Danaher Corp (DHR) 3.36%  
Visa Inc Class A (V) 2.78%  
MasterCard Inc A (MA) 2.42%  
Microsoft Corp (MSFT) 2.40%  
Alphabet Inc A (GOOGL) 2.40%  
American Tower Corp (AMT) 2.00%