5 / 5 Stars
5 5 4 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Large Growth
U.S. News evaluated 468 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 36.48 percent over the past year, 17.49 percent over the past three years, 24.94 percent over the past five years, and 9.00 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||24.9%|
|10 Years (Annualized)||9.0%|
The investment seeks to provide long-term capital appreciation through investments in common stocks of growth companies. 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 U.S. 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.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 1 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12