T. Rowe Price US Large Cap Gr Eq J USD

Performance History31/12/2018
Growth of 1,000 (EUR)
T. Rowe Price US Large Cap Gr Eq J USD
Fund24.924.36.220.29.6
+/-Cat-0.19.90.78.78.4
+/-Idx-3.96.6-4.05.86.1
 
Key Stats
NAV
23/01/2019
 USD 36.11
Day Change -0.39%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0284523734
Fund Size (Mil)
23/01/2019
 USD 1931.30
Share Class Size (Mil)
23/01/2019
 USD 227.20
Max Initial Charge -
Ongoing Charge
13/08/2018
  0.02%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

T. Rowe Price US Large Cap Growth Equity is set up for success under its relatively new manager, earning an upgrade in its Morningstar Analyst Rating to Silver from Bronze.The tenure of manager Taymour Tamaddon only dates to January 2017, but he...

Click here to read this analyst report
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformanceNeutral
PricePositive
Investment Objective: T. Rowe Price US Large Cap Gr Eq J USD
The Fund’s objective is to provide long term capital appreciation by investing primarily in a diversified portfolio of the transferable equity and equity-related securities of large US companies. The Fund will emphasise investment in companies that have the potential for above average and sustainable rates of earnings growth.
Returns
Trailing Returns (GBP)23/01/2019
YTD8.00
3 Years Annualised18.54
5 Years Annualised17.81
10 Years Annualised21.37
12 Month Yield 0.00
Management
Manager Name
Start Date
Taymour Tamaddon
01/01/2017
Inception Date
20/02/2007
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth TR USDRussell 1000 Growth TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  T. Rowe Price US Large Cap Gr Eq J USD31/12/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks97.670.0097.67
Bonds0.000.000.00
Cash2.330.002.33
Other0.000.000.00
Top 5 Regions%
United States93.93
Asia - Emerging4.18
Canada1.48
Asia - Developed0.41
Latin America0.00
Top 5 Sectors%
Technology33.91
Healthcare21.30
Consumer Cyclical20.97
Financial Services10.32
Industrials10.08
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical8.38
Microsoft CorpTechnologyTechnology6.48
Boeing CoIndustrialsIndustrials5.12
Alphabet Inc ATechnologyTechnology4.88
Visa Inc Class AFinancial ServicesFinancial Services4.71
T. Rowe Price US Large Cap Gr Eq J USD