This strategy, which includes flagship T. Rowe Price Blue Chip Growth, is in the midst of a manager transition but remains appealing. Its Morningstar Analyst Ratings range from Silver to Bronze, depending on share-class cost.
T. Rowe Price Blue Chip Growth TRBCX
NAV / 1-Day Return
192.23
/
2.00
%
Total Assets
106.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
28.22
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
29%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TRBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRBCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TRBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of TRBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A manager change is in the works.
