T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.59%  
1 week
   
-0.48%  
4 week
   
-11.15%  
3 month
   
-12.27%  
YTD
   
-11.15%  
1 year
   
-3.07%  
3 years*   +13.16%
   
5 years*   +12.10%
   
*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 High
5 years High Above Average
10 years High Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets31.29B 
Front load-  
Deferred load-  
Expense ratio0.72%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.42%  
Stocks99.55%  
Bonds0.00%  
Other0.03%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
61.87-2.44(-3.79%)
Feb 5, 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 (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 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* 2.53 2.01 1.00 1.37
Beta* 1.20 1.11 1.12 1.06
Mean annual return 0.24 1.21 1.12 0.77
R-squared* 91.85 80.18 85.52 89.48
Standard deviation 17.88 13.52 14.48 17.04
Sharpe ratio 0.15 1.07 0.92 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 7.40%  
Alphabet Inc C (GOOG) 4.24%  
Facebook Inc A (FB) 3.49%  
Priceline Group Inc (PCLN) 3.19%  
Danaher Corp (DHR) 3.05%  
Visa Inc Class A (V) 2.85%  
Microsoft Corp (MSFT) 2.63%  
Alphabet Inc A (GOOGL) 2.61%  
MasterCard Inc A (MA) 2.57%  
Allergan PLC (AGN) 2.54%