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Morningstar

T. Rowe Price Growth Stock I PRUFX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 87.35  /  0.11 %
  • Total Assets 47.7 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis PRUFX

Will PRUFX 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 PRUFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRUFX 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 PRUFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still worthy despite some missteps.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a rough stretch, the T. Rowe Price Growth Stock strategy (which includes the CIT and exchange-traded funds vehicles) has an advantaged research platform and investment framework, earning all vehicles and share classes a Morningstar Analyst Rating of Silver, save for the mutual fund’s more expensive R shares, which receive Bronze.

by Adam Sabban
Rated on Published on

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Portfolio Holdings PRUFX

More PRUFX Holdings
  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

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