T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.50%  
1 week
   
-2.73%  
4 week
   
-0.45%  
3 month   +5.38%
   
YTD   +5.49%
   
1 year   +18.95%
   
3 years*   +17.53%
   
5 years*   +16.55%
   
*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 assets28.50B 
Front load-  
Deferred load-  
Expense ratio0.74%  
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  
71.73+0.77(1.09%)
May 1, 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* 5.60 1.40 1.33 1.73
Beta* 0.86 1.02 1.09 1.05
Mean annual return 1.36 1.43 1.42 0.91
R-squared* 68.98 73.29 86.90 89.50
Standard deviation 9.36 11.37 15.11 16.43
Sharpe ratio 1.73 1.50 1.12 0.58
* 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 (GOOG) 2.59%  
Visa Inc Class A (V) 2.53%  
Danaher Corp (DHR) 2.49%  
MasterCard Inc Class A (MA) 2.39%  
Actavis PLC (ACT) 2.28%