T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.93%
   
1 week   +2.23%
   
4 week   +1.61%
   
3 month   +9.11%
   
YTD   +5.73%
   
1 year   +27.05%
   
3 years*   +24.94%
   
5 years*   +19.37%
   
*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 assets24.80B 
Front load-  
Deferred load-  
Expense ratio0.74%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.45%  
Stocks98.60%  
Bonds0.00%  
Other0.94%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
68.58+0.28(0.41%)
Aug 19, 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* 3.41 -1.11 0.09 1.10
Beta* 1.08 1.15 1.11 1.06
Mean annual return 1.73 1.48 1.53 0.86
R-squared* 60.75 85.27 88.06 89.66
Standard deviation 12.85 15.21 15.59 16.39
Sharpe ratio 1.62 1.16 1.17 0.53
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 4.40%  
Gilead Sciences Inc (GILD) 3.29%  
Priceline Group Inc (PCLN) 3.27%  
Google Inc Class A (GOOGL) 2.84%  
Google Inc Class C (GOOG) 2.82%  
Danaher Corp (DHR) 2.58%  
McKesson Corp (MCK) 2.56%  
MasterCard Inc Class A (MA) 2.40%  
Biogen Idec Inc (BIIB) 2.29%  
Visa Inc Class A (V) 2.07%