4 / 5 Stars
5 5 4 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#65 in Large Growth
U.S. News evaluated 473 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 8.57 percent over the past year, 11.74 percent over the past three years, 7.21 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.4%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||7.2%|
|10 Years (Annualized)||8.8%|
The investment seeks to provide long-term capital appreciation. In taking a growth approach to investment selection, the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large-cap companies. It 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 domestic growth stocks. The fund is non-diversified.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional Large Cap Growth Fund has an expense ratio of 0.57 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.