T. Rowe Price US Blue Chip Eq Q USD

Performance History31/08/2019
Growth of 1,000 (EUR)
T. Rowe Price US Blue Chip Eq Q USD
Fund24.53.117.87.725.4
+/-Cat10.1-2.56.36.5-0.6
+/-Idx6.8-7.23.44.3-2.5
 
Key Stats
NAV
17/09/2019
 USD 25.40
Day Change -0.20%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0860350494
Fund Size (Mil)
17/09/2019
 USD 859.55
Share Class Size (Mil)
17/09/2019
 USD 82.45
Max Initial Charge -
Ongoing Charge
10/09/2019
  0.75%
Morningstar Research
Analyst Report

T. Rowe Price US Blue Chip Equity hits on all the high points, earning a Morningstar Analyst Rating of Gold.The combination of a skilled manager and analyst team is a potent mix. Larry Puglia launched the strategy in 1993 in the United States. It...

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Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: T. Rowe Price US Blue Chip Eq Q 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)17/09/2019
YTD25.85
3 Years Annualised20.05
5 Years Annualised18.08
10 Years Annualised*-
12 Month Yield 0.00
Management
Manager Name
Start Date
Larry Puglia
05/02/2003
Inception Date
13/05/2013
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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 Q USD30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.760.0099.76
Bonds0.000.000.00
Cash0.240.000.24
Other0.000.000.00
Top 5 Regions%
United States92.81
Asia - Emerging6.09
Canada0.63
United Kingdom0.25
Eurozone0.13
Top 5 Sectors%
Technology31.12
Consumer Cyclical22.25
Healthcare16.92
Financial Services13.90
Industrials13.03
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical9.84
Microsoft CorpTechnologyTechnology5.90
Facebook Inc ATechnologyTechnology5.78
Alphabet Inc Class CTechnologyTechnology3.75
Visa Inc Class AFinancial ServicesFinancial Services3.59
T. Rowe Price US Blue Chip Eq Q USD
* This share class has performance data calculated prior to the inception date, 2013-05-13. This is based upon a simulated/extended track record, using the track record of T. Rowe Price US Blue Chip Eq A USD (ISIN: LU0133085943), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)