Mutual Fund Insights: T. Rowe Price Blue Chip Growth Fund (TRBCX)

In-depth Analysis of T. Rowe Price Blue Chip Growth Fund (TRBCX)

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See T. Rowe Price Blue Chip Growth Fund (TRBCX) performance details as of January 31, 2010

  

Last Trade: $33.74 on 3/12/2010, Change: 0.00 (0%)

Experiment our closing price forecasting tool for T. Rowe Price Blue Chip Growth Fund (TRBCX) (alpha release)

  

Fund Manager - Larry J. Puglia

Fund Manager Tenure: 16.7 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Larry J. Puglia is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is lead manager for the firm's Large-Cap Core Growth Strategy. He has 18 years of investment experience, 17 of which have been with T. Rowe Price. He joined the firm in 1990 as an investment analyst specializing in financial services stocks.  Get more insights on Larry J. Puglia

  

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

Data for T. Rowe Price Blue Chip Growth Fund (TRBCX) as of January 31, 2010

• T. Rowe Price Blue Chip Growth Fund (TRBCX) management has been with T. Rowe Price Blue Chip Growth Fund for 16.7 years
• T. Rowe Price Blue Chip Growth Fund (TRBCX) has good short-term performance (1-year return 39.14% vs 35.76% Large Growth category average)
• T. Rowe Price Blue Chip Growth Fund (TRBCX) has good mid-term performance (3-year return -5.07% vs -5.20% Large Growth category average)
• 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
• T. Rowe Price Blue Chip Growth Fund (TRBCX) has an annual stock turnover rate of 53.80% vs Large Growth average of 109.93%. 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 management fee than its Large Growth average: 0.80% vs 1.33%
• 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

  

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

Data for T. Rowe Price Blue Chip Growth Fund (TRBCX) as of January 31, 2010

• T. Rowe Price Blue Chip Growth Fund is a focused fund with 32.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• T. Rowe Price Blue Chip Growth Fund (TRBCX) has a less-than-ideal Long-term performance (5-year return 0.86% vs 0.87% Large Growth category average)
• T. Rowe Price Blue Chip Growth Fund (TRBCX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.42 that is higher than category average of 21.28

See T. Rowe Price Blue Chip Growth Fund (TRBCX) performance details as of January 31, 2010

  

  

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

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

Date	Net Asset
01/2010	$9.46B
11/2009	$9.20B
10/2009	$9.06B

More historic net asset information on T. Rowe Price Blue Chip Growth Fund (TRBCX)

  

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

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

Date	Cash	Stock	Bond	Other
09/2009	0.47%	99.53%	0%	0%
06/2009	0.53%	99.47%	0%	0%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on T. Rowe Price Blue Chip Growth Fund (TRBCX)

  

Most Recent Top 10 Holdings in T. Rowe Price Blue Chip Growth Fund (TRBCX)

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

30-Sep-09 Apple Inc. [5.73%] Google Inc. [4.07%] Amazon.com, Inc. [3.69%] GOLDMAN SACHS GRP [2.84%] Microsoft Corporation [2.65%] DANAHER CP [2.59%] MEDCOHEALTH SOLUTNS [2.45%] SCHLUMBERGER LTD [2.17%] STATE STREET CP [2.11%] QUALCOMM Incorporated [2.04%]

30-Jun-09 Apple Inc. [5.14%] Amazon.com, Inc. [4.1%] Google Inc. [3.79%] Microsoft Corporation [2.87%] DANAHER CP [2.67%] GOLDMAN SACHS GRP [2.52%] QUALCOMM Incorporated [2.42%] STATE STREET CP [2.2%] Gilead Sciences, Inc. [2.13%] SCHLUMBERGER LTD [2.1%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

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

  

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

• T. Rowe Price Blue Chip Growth Fund Insights
• T. Rowe Price Blue Chip Growth Fund Performance Data
• T. Rowe Price Blue Chip Growth Fund News
• T. Rowe Price Blue Chip Growth Fund Score Explaination
• T. Rowe Price Blue Chip Growth Fund Manager Information
• Historic T. Rowe Price Blue Chip Growth Fund Asset Allocation Report
• Historic T. Rowe Price Blue Chip Growth Fund Top 10 Holding Tracking
• Historic T. Rowe Price Blue Chip Growth Fund Asset Under Management Tracking