| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#118 in Large Growth
U.S. News evaluated 485 Large Growth 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 23.98 percent over the past year, 16.44 percent over the past three years, 7.41 percent over the past five years, and 8.63 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.3% |
| 1 Year | 24.0% |
| 3 Years (Annualized) | 16.4% |
| 5 Years (Annualized) | 7.4% |
| 10 Years (Annualized) | 8.6% |
Summary
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
Fees are Above 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
Risk is Above Average compared to funds in the same category according to Morningstar.
