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T. Rowe Price Blue Chip Growth (TRBCX) Fund Ranking and Research

Ranking, Research and Recommendation of T. Rowe Price Blue Chip Growth (TRBCX) Fund

    Last Trade: $83.17 on 4/28/2017, Change: +0.29 (0.35%)

 

Graph of T. Rowe Price Blue Chip Growth Fund (TRBCX) ManagerFund Manager - Larry J. Puglia

Fund Manager Information

Fund Manager Tenure: 23.8 years
Fund Family: T. Rowe Price
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),
Larry J. Puglia is Chairman of the fund`s Investment Advisory Committee and a portfolio manager for T. Rowe Price.Mr. Puglia is a VP of T. Rowe Price Group. He joined the firm in 1990 as an investment analyst specializing in financial services stocks. He began his career at Peat Marwick in 1982, ultimately serving as a senior manager. Mr. Puglia graduated with a BBA, summa cum laude, in accounting from the University of Notre Dame and earned an MBA in finance from the University of Virginia.  Get more insights on Larry J. Puglia

 

Graph of T. Rowe Price Blue Chip Growth Fund (TRBCX) ProfileT. Rowe Price Blue Chip Growth Fund (TRBCX) Profile

Fund Profile and Description

T. Rowe Price Blue Chip Growth Fund seeks long-term growth of capital; income is a secondary objective. T. Rowe Price Blue Chip Growth Fund will normally invest at least 80% of assets in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market position, seasoned management, and strong financial fundamentals. T. Rowe Price Blue Chip Growth Fund invests most assets in U.S. common stocks, but it may also purchase other securities including foreign stocks, futures, and options.

 

T. Rowe Price Blue Chip Growth (TRBCX) Fund Strength What we like about T. Rowe Price Blue Chip Growth (TRBCX) Fund

Data for T. Rowe Price Blue Chip Growth Fund (TRBCX) as of May 30, 2016

  • T. Rowe Price Blue Chip Growth Fund (TRBCX) management has been with T. Rowe Price Blue Chip Growth Fund for 23.8 years
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has good short-term performance (1-year return 0.30% vs -1.74% Large Growth category median performance)
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has good mid-term performance (3-year return 13.49% vs 10.74% Large Growth category median performance)
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has good Long-term performance (5-year return 13.26% vs 10.14% Large Growth category median performance)
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) ratio of up-years vs down years is greater than 2
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has a Morningstar rating of 4 and above
  • Asset base in T. Rowe Price Blue Chip Growth Fund (TRBCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has an annual stock turnover rate of 33.10% vs Large Growth average of 50.46%. It is good that T. Rowe Price Blue Chip Growth management does not trade extensively for its return.
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) has a lower expense ratio than its Large Growth average: 0.71% vs 1.17%
  • T. Rowe Price Blue Chip Growth Fund (TRBCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

T. Rowe Price Blue Chip Growth Fund (TRBCX) Weakness What we are cautious about T. Rowe Price Blue Chip Growth (TRBCX) Fund

Data for T. Rowe Price Blue Chip Growth Fund (TRBCX) as of May 30, 2016

  • T. Rowe Price Blue Chip Growth Fund (TRBCX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.79 that is higher than category average of 12.75
See T. Rowe Price Blue Chip Growth Fund (TRBCX) performance details as of May 30, 2016

 

What do you think?

 

Compare T. Rowe Price Blue Chip Growth Fund (TRBCX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
T. Rowe Price Blue Chip Growth-3.180.3013.4913.26
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare T. Rowe Price Blue Chip Growth Fund (TRBCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of T. Rowe Price Blue Chip Growth Fund (TRBCX) Net Asset TrackingT. Rowe Price Blue Chip Growth (TRBCX) Fund Net Asset

Track net asset change of T. Rowe Price Blue Chip Growth fund (TRBCX)

DateNet Asset
05/2016$31.56B
03/2016$30.71B
02/2016$29.13B
More historic net asset information on T. Rowe Price Blue Chip Growth Fund (TRBCX)

  

Graph of T. Rowe Price Blue Chip Growth Fund (TRBCX) Portfolio TrackingT. Rowe Price Blue Chip Growth (TRBCX) Fund Portfolio Allocation

Track portfolio allocation change of T. Rowe Price Blue Chip Growth fund (TRBCX)

DateCashStockBondOther
03/20160.06%99.66%0%0.28%
12/20150.42%99.55%0%0.03%
09/20150.26%99.74%0%0%
Click here to see more historic asset allocation information on T. Rowe Price Blue Chip Growth Fund (TRBCX)

 

graph of T. Rowe Price Blue Chip Growth Fund (TRBCX) Top 10 Position TrackingTop 10 Holdings in T. Rowe Price Blue Chip Growth (TRBCX) Fund

Discover what T. Rowe Price Blue Chip Growth Fund (TRBCX) manager is buying

Mar 30, 2016
Amazon.com, Inc. [6.89%]
Alphabet Inc. [4.42%]
Facebook, Inc. [4.37%]
The Priceline Group Inc. [3.61%]
Microsoft Corporation [3.13%]
Danaher Corporation Common Stoc [3.1%]
Visa Inc. [2.87%]
Alphabet Inc. [2.61%]
Mastercard Incorporated Common [2.59%]
Allergan plc Ordinary Shares [2.19%]

Dec 30, 2015
Amazon.com, Inc. [7.4%]
Alphabet Inc. [4.24%]
Facebook, Inc. [3.49%]
The Priceline Group Inc. [3.19%]
Danaher Corporation Common Stoc [3.05%]
Visa Inc. [2.85%]
Microsoft Corporation [2.63%]
Alphabet Inc. [2.61%]
Mastercard Incorporated Common [2.57%]
Allergan plc Ordinary Shares [2.54%]

Sep 29, 2015
Amazon.com, Inc. [6.3%]
Alphabet Inc. [3.77%]
The Priceline Group Inc. [3.49%]
Facebook, Inc. [3.29%]
Danaher Corporation Common Stoc [3.14%]
Visa Inc. [2.91%]
Mastercard Incorporated Common [2.71%]
Google [2.44%]
Alphabet Inc. [2.44%]
Allergan PLC [2.33%]
Click here for Stock Holding Change Map in T. Rowe Price Blue Chip Growth Fund (TRBCX)

  

Latest News on T. Rowe Price Blue Chip Growth (TRBCX) Fund

See what is happening with T. Rowe Price Blue Chip Growth Fund (TRBCX)

 

T. Rowe Price Blue Chip Growth Fund (TRBCX) Related ResourcesSee more information on T. Rowe Price Blue Chip Growth (TRBCX) Fund

Popular pages on T. Rowe Price Blue Chip Growth (TRBCX) Fund

  

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