Paul Greene will become associate portfolio manager on T. Rowe Price’s Large Cap Core Growth Equity Strategy in January 2020, but veteran manager Larry Puglia will remain at the helm. T. Rowe Price Blue Chip Growth's and JHancock Blue Chip Growth’s Morningstar Analyst Ratings of Gold and Silver, respectively, won’t change.
T. Rowe Price Blue Chip Growth TRBCX
NAV / 1-Day Return
146.43
/
0.41
%
Total Assets
78.9 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.
0.690%
Expense Ratio
0.690%
Fee Level
Below Average
Longest Manager Tenure
27.03
years
Category
US Fund Large Growth
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.08%
Turnover
32%
Premium
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 TRBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRBCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TRBCX 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 TRBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Price Pillar
The Price Pillar compares TRBCX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
Performance Pillar
The Performance Pillar is our evaluation of whether TRBCX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.
T. Rowe Price’s Large Cap Core Growth Equity Strategy Gets Associate Manager; Ratings Unchanged
