6.6 in Large Blend
U.S. News evaluated 544 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 5 4 5 2 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 1 / 5 Stars |
| TheStreet.com | A- (Buy) |
Fund Overview
The investment seeks long-term capital appreciation and growth of income with current income as a secondary objective. The fund normally diversifies assets widely among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in domestic and international equity funds and a money market fund. The fund seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from good performance in particular market segments over time. It can invest in funds holding domestic and foreign stocks, small-cap, mid-cap, and large-cap stocks, and growth and value stocks.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 14.3% |
| 1 Year | 4.3% |
| 3 Years (Annualized) | 25.0% |
| 5 Years (Annualized) | 2.6% |
| 10 Years (Annualized) | 6.0% |
Performance
The fund has returned 4.28 percent over the past year, 24.97 percent over the past three years, 2.55 percent over the past five years, and 6.02 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.29 | 0.0 | 2.29 |
| Stocks | 66.56 | 0.0 | 66.56 |
| Bonds | 0.11 | 0.0 | 0.11 |
| Other | 1.48 | 0.0 | 1.48 |
| Foreign Bonds | 0.03 | 0.0 | 0.03 |
| Foreign Stocks | 29.11 | 0.0 | 29.11 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 0.34 | 0.0 | 0.34 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| T. Rowe Price Growth Stock | 15.97 |
| T. Rowe Price Blue Chip Growth | 15.96 |
| T. Rowe Price Equity Income | 14.76 |
| T. Rowe Price Value | 14.59 |
| T. Rowe Price International Stock Fd | 11.06 |
