4 / 5 Stars
4 5 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#150 in Large Blend
U.S. News evaluated 486 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 22.86 percent over the past year, and 13.82 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 expects to normally invest in a concentrated portfolio of approximately 50-75 companies.
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 is Average compared to funds in the same category according to Morningstar.