3 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#35 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.81 percent over the past year, 16.44 percent over the past three years, and 18.27 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The strategy attempts to create a portfolio with similar characteristics to the Standard & Poor's 500 Stock Index® (S&P 500 Index) with the potential to provide excess returns relative to the index. The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the S&P 500 Index. It may also purchase stocks that are not in the S&P 500 Index, but at least 80% of the fund's total assets will be invested in stocks that are in the index at the time of purchase. Under normal conditions, the fund expects to invest in approximately 250 to 325 companies.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional U.S. Structured Research Fund has an expense ratio of 0.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.