Despite T. Rowe Price Blue Chip Growth's promising future, the eventual retirement of experienced lead manager Larry Puglia drops its Morningstar Analyst Rating to Silver from Gold for all share classes except the more expensive R shares, which get a Bronze rating.
T. Rowe Price Blue Chip Growth R RRBGX
NAV / 1-Day Return
141.52
/
0.28
%
Total Assets
86.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.220%
Expense Ratio
1.220%
Fee Level
Average
Longest Manager Tenure
27.12
years
Category
US Fund Large Growth
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
32%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RRBGX 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 RRBGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RRBGX 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 RRBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Succession plans on the horizon.
