T. Rowe Price US Blue Chip Eq J USD

Performance History30/04/2019
Growth of 1,000 (EUR)
T. Rowe Price US Blue Chip Eq J USD
Fund25.53.718.78.523.7
+/-Cat11.0-1.87.27.30.1
+/-Idx7.7-6.54.35.1-0.1
 
Key Stats
NAV
24/05/2019
 USD 37.99
Day Change 0.10%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0284526679
Fund Size (Mil)
24/05/2019
 USD 756.38
Share Class Size (Mil)
24/05/2019
 USD 107.61
Max Initial Charge -
Ongoing Charge
11/03/2019
  0.02%
Morningstar Research
Analyst Report

T. Rowe Price US Blue Chip Growth is a standout, earning a Morningstar Analyst Rating of Gold.Larry Puglia, manager since the strategy's inception in 1993 and two-time nominee for Morningstar's Domestic-Stock Fund Manager of the Year in the...

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Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: T. Rowe Price US Blue Chip Eq J USD
To increase the value of its shares, over the long term, through growth in the value of its investments. The fund invests mainly in a diversified portfolio of stocks of large and medium sized ?blue chip? companies in the United States. The fund may use derivatives for hedging and efficient portfolio management.
Returns
Trailing Returns (EUR)24/05/2019
YTD19.23
3 Years Annualised20.15
5 Years Annualised20.23
10 Years Annualised21.00
12 Month Yield 0.00
Management
Manager Name
Start Date
Larry Puglia
05/02/2003
Inception Date
20/02/2007
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Benchmarks
Fund BenchmarkMorningstar Benchmark
S&P 500 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 Blue Chip Eq J USD31/03/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.670.0099.67
Bonds0.000.000.00
Cash0.330.000.33
Other0.000.000.00
Top 5 Regions%
United States93.38
Asia - Emerging5.81
Canada0.69
Europe - ex Euro0.12
Latin America0.00
Top 5 Sectors%
Technology31.47
Consumer Cyclical22.13
Healthcare19.64
Financial Services13.19
Industrials11.74
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical9.74
Microsoft CorpTechnologyTechnology5.54
Facebook Inc ATechnologyTechnology4.93
Alphabet Inc Class CTechnologyTechnology4.29
Boeing CoIndustrialsIndustrials3.65
T. Rowe Price US Blue Chip Eq J USD
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)