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Morningstar

T. Rowe Price U.S. Equity Research I PCCOX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 50.23  /  −0.14 %
  • Total Assets 10.8 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 47%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PCCOX

Will PCCOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCCOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCCOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin T. Rowe Price U.S. Equity Research I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCCOX

More PCCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.20 817.6 Mil
Technology

NVIDIA Corp

5.49 623.0 Mil
Technology

Apple Inc

5.44 617.6 Mil
Technology

Amazon.com Inc

3.89 441.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.48 281.4 Mil
Communication Services

Alphabet Inc Class C

2.19 248.2 Mil
Communication Services

Eli Lilly and Co

1.65 186.8 Mil
Healthcare

Alphabet Inc Class A

1.54 175.2 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.29 146.6 Mil
Financial Services

JPMorgan Chase & Co

1.28 144.9 Mil
Financial Services