4 / 5 Stars
5 5 5 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#15 in Large Growth
U.S. News evaluated 466 Large Growth 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 38.80 percent over the past year, 18.37 percent over the past three years, 26.31 percent over the past five years, and 8.42 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.6%|
|3 Years (Annualized)||18.4%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||8.4%|
The investment seeks to provide long-term capital growth through investments in the common stocks of large-cap growth companies. The fund follows a growth investment approach and expects to normally invest in stocks of approximately 100 to 130 companies. It will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap companies. The fund defines a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest U.S. growth stocks.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional Large Cap Core Growth Fund has an expense ratio of 0.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.