T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.09%
   
1 week   +3.50%
   
4 week
   
-2.46%  
3 month
   
-2.62%  
YTD
   
-1.11%  
1 year   +30.47%
   
3 years*   +16.34%
   
5 years*   +21.59%
   
*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 Above Average Above Average
10 years Above Average Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets23.51B 
Front load-  
Deferred load-  
Expense ratio0.76%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.71%  
Stocks99.28%  
Bonds0.00%  
Other0.01%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
63.88+0.69(1.09%)
Apr 22, 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 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* 3.95 0.45 -0.04 0.86
Beta* 1.13 1.12 1.09 1.06
Mean annual return 2.24 1.39 1.85 0.80
R-squared* 70.81 85.70 89.68 90.17
Standard deviation 13.33 15.08 16.16 16.44
Sharpe ratio 2.01 1.10 1.36 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
Google, Inc. Class A (GOOG) 5.83%  
Amazon.com Inc (AMZN) 5.23%  
MasterCard Incorporated Class A (MA) 3.41%  
Priceline.com, Inc. (PCLN) 3.29%  
Gilead Sciences Inc (GILD) 3.21%  
Danaher Corporation (DHR) 2.78%  
Precision Castparts Corp. (PCP) 2.17%  
McKesson Corp (MCK) 2.15%  
Visa, Inc. Class A (V) 2.15%  
Biogen Idec Inc (BIIB) 2.04%