T. Rowe Price Growth Stock (PRGFX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Growth Stock (PRGFX) Fund

Last Trade: $43.72 on 5/17/2013, Change: +0.49 (1.13%)

 

Fund Manager - Robert Bartolo

Fund Manager Information

Fund Manager Tenure: 5.6 years
Fund Family: T. Rowe Price
Fund Category: Large Growth
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Rob Bartolo is a portfolio manager in the U.S. Equity Division of T. Rowe Price and has been managing assets for the firm since 2005. He is an executive vice president of the U.S. Growth Stock Strategy and chairman of its Investment Advisory Committee. Mr. Bartolo is a vice president of T. Rowe Price Group, Inc. He joined the firm in May 2002 after serving as a summer intern at T. Rowe Price in 2001, analyzing satellite communications companies. Prior to this, Mr. Bartolo was director of finance for MGM Mirage, Inc. He was twice selected as an all-star on Institutional Investor's All-America Research Team in its November 2003 and 2005 article, "The Best of the Buy Side."  Get more insights on Robert Bartolo

 

T. Rowe Price Growth Stock Fund (PRGFX) Profile

Fund Profile and Description

T. Rowe Price Growth Stock Fund seeks long-term growth of capital and, secondarily, increasing dividend income. T. Rowe Price Growth Stock Fund normally invests at least 80% of assets in the common stocks of a diversified group of growth companies. It mostly seeks investments in companies that have the ability to pay increasing dividends through strong cash flow. T. Rowe Price Growth Stock Fund generally looks for companies with an above-average rate of earnings growth and a lucrative niche in the economy. While it invests most assets in U.S. common stocks, the fund may also purchase other securities including foreign stocks, futures, and options.

 

 What we like about T. Rowe Price Growth Stock (PRGFX) Fund

Data for T. Rowe Price Growth Stock Fund (PRGFX) as of Feb 27, 2013

• T. Rowe Price Growth Stock Fund (PRGFX) management has been with T. Rowe Price Growth Stock Fund for 5.6 years
• T. Rowe Price Growth Stock Fund (PRGFX) has good short-term performance (1-year return 9.68% vs 9.48% Large Growth category median performance)
• T. Rowe Price Growth Stock Fund (PRGFX) has good mid-term performance (3-year return 14.17% vs 11.92% Large Growth category median performance)
• T. Rowe Price Growth Stock Fund (PRGFX) has good Long-term performance (5-year return 6.06% vs 4.11% Large Growth category median performance)
• T. Rowe Price Growth Stock Fund (PRGFX) ratio of up-years vs down years is greater than 2
• T. Rowe Price Growth Stock Fund (PRGFX) has a Morningstar rating of 4 and above
• Asset base in T. Rowe Price Growth Stock Fund (PRGFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• T. Rowe Price Growth Stock Fund (PRGFX) has an annual stock turnover rate of 31.10% vs Large Growth average of 60.49%. It is good that T. Rowe Price Growth Stock management does not trade extensively for its return.
• T. Rowe Price Growth Stock Fund (PRGFX) has a lower expense ratio than its Large Growth average: 0.70% vs 1.26%
• T. Rowe Price Growth Stock Fund (PRGFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about T. Rowe Price Growth Stock (PRGFX) Fund

Data for T. Rowe Price Growth Stock Fund (PRGFX) as of Feb 27, 2013

• T. Rowe Price Growth Stock Fund (PRGFX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.58 that is higher than category average of 17.05

See T. Rowe Price Growth Stock Fund (PRGFX) performance details as of Feb 27, 2013

 

Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
T. Rowe Price Growth Stock	4.90	9.68	14.17	6.06
American Funds AMCAP R6 (RAFGX)	6.34	11.82	12.56	6.25	Compare
AllianceBern Core Opportunities Adv (ADGYX)	7.23	13.17	14.40	4.44	Compare
Fidelity Growth Company F (FGRFX)	4.43	6.92	15.34	7.34	Compare

See top fund managers for Large Growth Category Funds

 

Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares Russell 3000 Growth Index (IWZ)	5.56%	9.48%	13.60%
Schwab U.S. Large-Cap Growth ETF (SCHG)	5.42%	9.47%	12.87%
Vanguard Russell 1000 Growth Index ETF (VONG)	5.35%	9.43%	0
iShares Russell 1000 Growth Index (IWF)	5.36%	9.32%	13.56%
Guggenheim Ocean Tomo Growth Index (OTR)	13.45%	8.86%	30.11%

 

T. Rowe Price Growth Stock (PRGFX) Fund Net Asset

Track net asset change of T. Rowe Price Growth Stock fund (PRGFX)

Date	Net Asset
02/2013	$32.36B
01/2013	$31.65B
12/2012	$30.42B

More historic net asset information on T. Rowe Price Growth Stock Fund (PRGFX)

  

T. Rowe Price Growth Stock (PRGFX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Growth Stock fund (PRGFX)

Date	Cash	Stock	Bond	Other
12/2012	1.56%	98.24%	0%	0.2%
09/2012	3.28%	96.06%	0%	0.66%
06/2012	3.73%	95.28%	0%	0.99%

Click here to see more historic asset allocation information on T. Rowe Price Growth Stock Fund (PRGFX)

 

Top 10 Holdings in T. Rowe Price Growth Stock (PRGFX) Fund

Discover what T. Rowe Price Growth Stock Fund (PRGFX) manager is buying

Dec 30, 2012 Apple Inc. [9.47%] Google Inc. [4.92%] Amazon.com, Inc. [4.37%] Mastercard Incorporated Common [3.04%] Crown Castle International Corp [2.99%] QUALCOMM Incorporated [2.56%] Danaher Corporation Common Stoc [2.39%] eBay Inc. [2.38%] priceline.com Incorporated [2.35%] American Tower Corporation (REI [2.27%]

Sep 29, 2012 Apple Inc. [12.17%] Google Inc. [5.23%] Amazon.com, Inc. [4.03%] Mastercard Incorporated Common [2.8%] Crown Castle International Corp [2.65%] QUALCOMM Incorporated [2.58%] priceline.com Incorporated [2.54%] Danaher Corporation Common Stoc [2.36%] American Tower Corporation (REI [2.09%] Visa Inc. [1.87%]

Jun 29, 2012 Apple Inc. [11.46%] Google Inc. [3.75%] Amazon.com, Inc. [3.55%] priceline.com Incorporated [3.07%] Mastercard Incorporated Common [2.86%] Danaher Corporation Common Stoc [2.76%] Crown Castle International Corp [2.61%] QUALCOMM Incorporated [2.47%] American Tower Corporation (REI [2.2%] Praxair, Inc. Common Stock [2.07%]

Click here for Stock Holding Change Map in T. Rowe Price Growth Stock Fund (PRGFX)

  

Latest News on T. Rowe Price Growth Stock (PRGFX) Fund

See what is happening with T. Rowe Price Growth Stock Fund (PRGFX)

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See more information on T. Rowe Price Growth Stock (PRGFX) Fund

Popular pages on T. Rowe Price Growth Stock (PRGFX) Fund

• T. Rowe Price Growth Stock (PRGFX) Fund Research and Recommendation
• T. Rowe Price Growth Stock (PRGFX) Fund Performance Data
• T. Rowe Price Growth Stock (PRGFX) Fund Manager Information
• Historic T. Rowe Price Growth Stock (PRGFX) Fund Asset Allocation Report
• Historic T. Rowe Price Growth Stock (PRGFX) Fund Top 10 Holding Tracking
• Historic T. Rowe Price Growth Stock (PRGFX) Fund Asset Under Management Tracking