| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#155 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.03 percent over the past year, and 12.02 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.3% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | 12.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. It defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000 Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing. It may invest in foreign stocks in keeping with the fund's objectives.
Fees
Fees are Above Average compared to funds in the same category.
T. Rowe Price U.S. Large-Cap Core Fund has an expense ratio of 1.20 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
