T. Rowe Price US Blue Chip Equity Fund

Ranked 225 out of 479 in - US Growth over 12 months
All calculations are in USD unless stated

Managed by

Larry J Puglia

Larry Puglia was born in Waynesburg, Pennsylvania in 1960. He attended the Darden Graduate School of Business Administration where he gained an MBA degree. Larry started his career with T Rowe Price in July 1990 and has been managing funds for over 17 years. He uses a fundamental, bottom-up investment process. Larry is a Chartered Financial Analyst and a Certified Public Accountant. Outside of fund management he enjoys golf, running, cycling, skiing and music.

Objective

To increase the value of its shares, over the long term, through growth in the value of its investments. The fund invests mainly in a diversified portfolio of stocks of large and medium sized ?blue chip? companies in the United States. The fund may use derivatives for hedging and efficient portfolio management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Growth over : 31/12/2019 - 31/12/2020
  • Rank 225/479 Total Return
  • Rank 245/479 Standard Deviation
  • Rank 224/479 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2020 Annual Q1 Q2 Q3 Q4
2020 32.9% -13.3% 25.5% 13.4% 7.8%
2019 28.6% 15.3% 3.8% -1.6% 9.3%
2018 1.7% 2.6% 8.6% 6.4% -14.2%
2017 33.0% 9.4% 7.1% 5.0% 8.2%
2016 -0.8% -6.6% -1.4% 6.5% 1.1%
2015 10.9% 5.5% -0.3% -5.1% 11.1%
2014 9.4% -0.5% 3.2% 1.1% 5.4%
2013 41.0% 9.5% 3.4% 11.0% 12.2%
2012 15.8% 17.8% -6.3% 7.1% -2.0%
2011 0.6% 5.0% -0.2% -12.6% 9.8%
2010 13.4% 2.9% -11.3% 12.5% 10.3%
2009 45.1% -0.3% 18.7% 12.1% 9.3%
2008 -43.9% -13.4% 1.7% -16.6% -23.7%
2007 11.2% -0.3% 8.4% 4.9% -2.0%
2006 7.9% 2.5% -4.7% 4.3% 5.9%
2005 4.7% -5.2% 4.0% 1.8% 4.3%
2004 8.0% 1.7% 0.1% -2.9% 9.2%
2003 16.4% 1.1% 10.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2020

Top 10 Holdings

Stock Size
Amazon.com Inc 9.47%
Facebook Inc A 6.69%
Microsoft Corp 5.28%
Alibaba Group Holding Ltd ADR 4.96%
Alphabet Inc Class C 4.88%
Apple Inc 4.86%
Visa Inc Class A 3.18%
Mastercard Inc A 2.80%
PayPal Holdings Inc 2.68%
Tencent Holdings Ltd ADR 2.61%
30/09/2020

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Hong Kong
  10. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Latvia
  15. Lithuania
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Portugal
  20. South Africa
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Arab Emirates
  25. United Kingdom

Fund Info

  • Launch date05/02/2003
  • Share Class size312Mn
  • Base currencyUSD
  • ISIN LU0133085943

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).