T. Rowe Price Blue Chip Growth Fund

 (MUTF:TRBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-2.12%  
1 week
   
-4.98%  
4 week
   
-6.95%  
3 month
   
-3.45%  
YTD
   
-9.92%  
1 year
   
-7.61%  
3 years*   +11.24%
   
5 years*   +12.71%
   
*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 assets31.56B 
Front load-  
Deferred load-  
Expense ratio0.71%  
Management fee-  
Fund familyT. Rowe Price 

Asset allocation

Cash0.06%  
Stocks99.66%  
Bonds0.00%  
Other0.28%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$2,500  
AIP Additional$100  
67.81+1.24(1.86%)
Jun 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* -1.31 1.47 0.50 1.41
Beta* 1.15 1.09 1.11 1.06
Mean annual return 0.15 1.14 1.13 0.85
R-squared* 89.80 80.40 85.09 89.36
Standard deviation 17.75 13.79 14.58 17.06
Sharpe ratio 0.09 0.98 0.92 0.54
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 6.89%  
Alphabet Inc C (GOOG) 4.42%  
Facebook Inc A (FB) 4.37%  
The Priceline Group Inc (PCLN) 3.61%  
Microsoft Corp (MSFT) 3.13%  
Danaher Corp (DHR) 3.10%  
Visa Inc Class A (V) 2.87%  
Alphabet Inc A (GOOGL) 2.61%  
MasterCard Inc A (MA) 2.59%  
Allergan PLC (AGN) 2.19%