• T. Rowe Price Blue Chip Growth Fund

T. Rowe Price

  • US
  • Large-Cap
  • Growth
  • Recently Viewed
  • Symbol Price
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

T. Rowe Price Blue Chip Growth Fund

TRBCX

Summary

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight well-established companies exhibiting above-average growth potential.

Next, the research team narrows the investable universe to a list of companies with characteristics such as financial strength, market leadership, and experienced management teams.

The team also considers companies that have the potential for dividend growth.

The fund may broadly diversify sector exposure to minimize volatility, but may at times invest significantly in securities of technology More

Price

Last Close

$199.74 ( +0.61 )

52 Week HL

$199.74 - $145.54

Net Assets

$102790 M

Expense Ratio

0.69 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Apr 01, 2021

Company Name

  • Amazon.com
  • Alphabet
  • Facebook
  • Microsoft
  • Apple

Holding

  • 10.71
  • 7.43
  • 5.91
  • 5.37
  • 4.65

Company Name

  • Visa
  • PayPal Holdings
  • Tencent Holdings
  • Alibaba Group
  • Netflix
  • Total

Holding

  • 3.09
  • 3.05
  • 3.04
  • 2.98
  • 2.50
  • 48.73%

Manager

Name

Larry Puglia

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

19.9 %

3 Year

106.74%

5 Year

189.92%

Best

42.57%
2009

Worst

-42.62%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.5% -13.2% 16.2% 5.7% 10.4% -5.5% 6% -1.1% 8.2% 18.8% -
Q2 12% 27.8% 2.8% 8.4% 8.1% -0.3% 0.5% 4.2% 4.4% -6.2% -
Q3 6.6% 12.2% -2.5% 5.7% 6.9% 7.5% -5% 1.7% 10.8% 6% -
Q4 - 6.9% 8.9% -14.5% 6.7% -0.4% 9.9% 4.2% 12.8% -0.9% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.3% 1.9% -0.1% 7.5% -1.6% 6% 2.6% 3.9% 0.1% - - -
2020 2.5% -6.1% -9.7% 15% 5.4% 5.4% 7.8% 9.3% -4.7% -2.4% 8.2% 1.2%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    19%37%35%-3%28%5%4%11%31%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
TRBCX 20%33%30%2%37%1%11%9%42%18%2%
Russell 1000 19%37%35%-3%28%5%4%11%31%13%1%
Alpha 1%-4%-5%5%8%-4%7%-2%10%5%0%

TRBCX Russell 1000

Chart +