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T. Rowe Price US Large-Cap Core Adv (PAULX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

    Last Trade: $21.63 on 2/28/2017, Change: -0.02 (-0.09%)

 

Graph of T. Rowe Price US Large-Cap Core Adv Fund (PAULX) ManagerFund Manager - Jeffrey Rottinghaus

Fund Manager Information

Fund Manager Tenure: 7.7 years
Fund Family: T. Rowe Price
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Jeff Rottinghaus has been a chairman since 2009 and he is the lead portfolio manager for T. Rowe Price's U.S. Developing Technologies Strategy and the Global Technologies Strategy. In addition, Mr. Rottinghaus is a member of the Investment Advisory Committees for the firm's Global Stock Strategy, U.S. Science and Technology, New America Growth, U.S. Small-Cap Growth, U.S. Small-Cap Core, and U.S. Mid-Cap and Large-Cap Growth Strategies. A vice president of T. Rowe Price Group, Mr. Rottinghaus is also a research analyst following the technology industry as a small-cap generalist.  Get more insights on Jeffrey Rottinghaus

 

Graph of T. Rowe Price US Large-Cap Core Adv Fund (PAULX) ProfileT. Rowe Price US Large-Cap Core Adv Fund (PAULX) Profile

Fund Profile and Description

T. Rowe Price US Large-Cap Core Adv Fund seeks to provide long-term capital growth. T. Rowe Price US Large-Cap Core Adv Fund normally invests at least 80% of the net assets in the stocks of large-cap U.S. companies, whose market cap is larger than the median market cap of companies in the Russell 1000 Index. T. Rowe Price US Large-Cap Core Adv Fund expects to normally invest in approximately 50 to 75 companies.

 

T. Rowe Price US Large-Cap Core Adv (PAULX) Fund Strength What we like about T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

Data for T. Rowe Price US Large-Cap Core Adv Fund (PAULX) as of May 30, 2016

  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) management has been with T. Rowe Price US Large-Cap Core Adv Fund for 7.7 years
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has good short-term performance (1-year return 4.96% vs -1.15% Large Blend category median performance)
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has good mid-term performance (3-year return 12.75% vs 9.43% Large Blend category median performance)
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has good Long-term performance (5-year return 12.23% vs 10.15% Large Blend category median performance)
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.72, lower than category average of 11.67

T. Rowe Price US Large-Cap Core Adv Fund (PAULX) Weakness What we are cautious about T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

Data for T. Rowe Price US Large-Cap Core Adv Fund (PAULX) as of May 30, 2016

  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has an annual stock turnover rate of 57.50% that is higher than the Large Blend average of 53.12%. This could mean T. Rowe Price US Large-Cap Core Adv is more nimble, but also signal potential high tax impact and high trading fees
  • T. Rowe Price US Large-Cap Core Adv Fund (PAULX) has a higher expense ratio of 1.15% than its Large Blend average of 1.02%
  • Even though T. Rowe Price US Large-Cap Core Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See T. Rowe Price US Large-Cap Core Adv Fund (PAULX) performance details as of May 30, 2016

 

What do you think?

 

Compare T. Rowe Price US Large-Cap Core Adv Fund (PAULX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price US Large-Cap Core Adv2.734.9612.7512.23
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare T. Rowe Price US Large-Cap Core Adv Fund (PAULX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of T. Rowe Price US Large-Cap Core Adv Fund (PAULX) Net Asset TrackingT. Rowe Price US Large-Cap Core Adv (PAULX) Fund Net Asset

Track net asset change of T. Rowe Price US Large-Cap Core Adv fund (PAULX)

DateNet Asset
05/2016$260.58M
03/2016$242.25M
02/2016$198.67M
More historic net asset information on T. Rowe Price US Large-Cap Core Adv Fund (PAULX)

  

Graph of T. Rowe Price US Large-Cap Core Adv Fund (PAULX) Portfolio TrackingT. Rowe Price US Large-Cap Core Adv (PAULX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price US Large-Cap Core Adv fund (PAULX)

DateCashStockBondOther
03/20165.57%94.43%0%0%
12/20157.83%92.17%0%0%
09/20154.75%95.25%0%0%
Click here to see more historic asset allocation information on T. Rowe Price US Large-Cap Core Adv Fund (PAULX)

 

graph of T. Rowe Price US Large-Cap Core Adv Fund (PAULX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

Discover what T. Rowe Price US Large-Cap Core Adv Fund (PAULX) manager is buying

Mar 30, 2016
General Electric Company Common [4.27%]
Pepsico, Inc. Common Stock [4.2%]
Marsh & McLennan Companies, Inc [3.63%]
JP Morgan Chase & Co. Common St [3.48%]
CVS Health Corporation Common S [3.42%]
Danaher Corporation Common Stoc [3.3%]
Comcast Corporation [3.23%]
Pfizer, Inc. Common Stock [3.07%]
Microsoft Corporation [2.95%]
American Tower Corporation (REI [2.76%]

Dec 30, 2015
General Electric Company Common [3.7%]
Pepsico, Inc. Common Stock [3.59%]
JP Morgan Chase & Co. Common St [3.24%]
Danaher Corporation Common Stoc [3.22%]
Marsh & McLennan Companies, Inc [3.07%]
CVS Health Corporation Common S [3.04%]
Pfizer, Inc. Common Stock [2.72%]
Microsoft Corporation [2.71%]
Comcast Corporation [2.71%]
Philip Morris International Inc [2.52%]

Sep 29, 2015
General Electric Company Common [4.07%]
Pepsico, Inc. Common Stock [3.86%]
Danaher Corporation Common Stoc [3.26%]
Microsoft Corporation [3.16%]
Pfizer, Inc. Common Stock [3.05%]
JP Morgan Chase & Co. Common St [3.02%]
CVS Health Corporation Common S [2.84%]
Philip Morris International Inc [2.66%]
Google [2.61%]
Comcast Corporation [2.56%]
Click here for Stock Holding Change Map in T. Rowe Price US Large-Cap Core Adv Fund (PAULX)

  

Latest News on T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

See what is happening with T. Rowe Price US Large-Cap Core Adv Fund (PAULX)

 

T. Rowe Price US Large-Cap Core Adv Fund (PAULX) Related ResourcesSee more information on T. Rowe Price US Large-Cap Core Adv (PAULX) Fund

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