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Blue Chip Growth Fund (TRBCX)
Blue Chip Growth Fund (TRBCX)
Daily
Return
1.25%
1
year
9.72%
5
year
5.47%
since
inception
1.79%
min
investment
$3,000
expense
ratio
0.34%
mgmt
Type
Active
Capital Appreciation Fund (PRWCX)
Capital Appreciation Fund (PRWCX)
Daily
Return
0.14%
1
year
7.81%
5
year
11.52%
since
inception
11.37%
min
investment
$2,500
expense
ratio
0.71%
mgmt
Type
Active
Global Technology Fund (PRGTX)
Global Technology Fund (PRGTX)
Daily
Return
0.21%
1
year
13.98%
5
year
24.61%
since
inception
7.89%
min
investment
$2,500
expense
ratio
0.89%
mgmt
Type
Active
Equity Income Fund (PRFDX)
Equity Income Fund (PRFDX)
Daily
Return
0.24%
1
year
13.38%
5
year
10.07%
since
inception
10.87%
min
investment
$2,500
expense
ratio
0.65%
mgmt
Type
Active

Funds I’m Watching

Data as of close 07/31/2018
Call an investment Specialist at
1.800.365.7530
Name
symbol
current nav
nav change
daily YTD Return
net assets
expense ratio
TRBCX
$113.67
$0.09
18.03%
$55.5 Million
0.70%
PRMTX
$109.04
$0.12
13.03%
$5.4 Million
0.78%
PRDGX
$46.70
$0.22
8.33%
$9.1 Million
0.64%
PREIX
$78.40
$0.45
10.24%
$28.6 Million
0.22%
Capital Opportunity
(PRCOX)
Diversified Mid-Cap Growth
(PRDMX)
Equity Income+
(PRFDX)

Compare Funds

Capital Opportunity
(PRCOX)
Diversified Mid-Cap Growth
(PRDMX)
Equity Income+
(PRFDX)
Fund Performance
19.58%
23.54%
13.38%
16.40%
15.15%
13.43%
14.70%
14.54%
10.07%
10.88%
11.55%
8.61%
9.22%
10.33%
10.87%
Fees & Expenses
No load
no load
no load
0.71%
0.84%
0.65%
0.69%
0.84%
0.65%
Contractual
N/A
N/A
04/30/2019
n/a
n/a
12/312017
12/31/2017
12/31/2017
0%
0%
0%
0%
0%
0%
n/a
N/A
N/A
General Information
Domestic Stock
Domestic Stock
Domestic Stock
11/30/1994
12/31/2003
10/31/1985
Large Blend
Mid-Cap Growth
Large Value
asset allocation
97.9%
97.3%
90.2%
0.6%
0.3%
1.5%
n/a
0.6%
2.5%
n/a
N/A
0.8%
1.5%
1.8%
5.0%
N/A
N/A
N/A
n/a
N/A
N/A
N/A
N/A
N/A
N/A
0.0%
N/A
$770.96
$1,066.47
$21,845.25
n/a
N/A
N/A
Fund Management
T. Rowe Price Associates
T. Rowe Price Associates
T. Rowe Price Associates
Ann Holcomb, CFA / Jason B. Polun, CFA / Thomas H. Watson, CFA
Donald J. Peters / Donald J. Easley, CFA
John D. Linehan, CFA
22 yrs. / 15 Yrs. / 11 Yrs.
15 yrs. / 18 yrs.
20 yrs.
11/30/1994
12/31/2003
10/31/1985
Volatility
0.98
0.98
0.85
1.01
1.02
1.00
9.52
10.85
10.02

Performance, choice, value.
Since 1937.

Our strategic investing approach relies on flexibility, independent thinking, and rigorous research out in the field — allowing us to focus on competitive performance for you.

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Maximize Your Returns
Consolidate Your Portoflio

It’s never too late to get started

By giving us some basic information, we can suggest solutions that meet your specific needs — getting you started today investing with confidence.

General Savings
Investing Goal
Investment Time Horizon
30 Years
Risk Tolerance
Aggressive
Initial Contribution
$50,000
Monthly Contribution
$1,200

The value of Strategic Investing.

Online advice — powered by our experts. A convenient way to invest based on your time horizon and risk tolerance.

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Research is our lifeblood.

Our focus on in-depth research to find the right investment opportunities across the globe means we can deliver diverse solutions to help you achieve your financial goals.

A seasoned investment team means continuity for you.

Our team’s expertise and collective experience allow us to thoughtfully focus on our ultimate goal—consistent, competitive performance for you.

Advisory Planning Service:
A personalized approach.

Important financial decisions call for a personalized approach. So when planning for retirement or investing for a specific goal, on your own or with a spouse or partner, it helps to have the insights and support of experts you can trust.

Simplify your finances today.

We make it easy to consolidate your assets in one convenient place, which means you can spend more time doing the things you love.

Move your money with ease.

Maximize your portoflios earning potential by rolling over an old 401(k) or transfering your IRA from another financial institution to T.Rowe Price. Join the more than 1 million clients whom entrust us with $1 trillion in assets.

Learn more about rollovers and transfers
See advice solutions.

You need trusted expertise and the tools that can help you reach your financial objectives. T. Rowe Price has been helping investors like you create secure financial futures for over 80 years, and our global network of associates provides strategies, insights, and services that put client needs first.

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We extend an array of complimentary services and resources designed to help you make informed investment decisions. In addition, as your assets grow we offer you access to an expanded suite of valuable client benefits.

Learn more about client benefits

Investing in a diverse mix of investment types according to a purposeful asset allocation plan can help expand opportunities and minimize risks of overexposure to particular asset classes.

Explore each of our model portfolios below to see a few ways you can diversify your portfolio using T. Rowe Price funds and find the strategy that matches your risk tolerance.

Balanced Portfolio

Balanced strategy reflects a middle-of-the-road strategy, emphasizing stocks but balancing them with bond investments. Potential to provide attractive long-term returns without the extreme volatility. It is for retirement and non-retirement investors with intermediate term goals.

Asset Allocation
Stocks
60%
Bonds
30%
Short-term
10%
Risk Tolerance

The standard deviation range* for this risk return category is 8.5% to 12.5%.

6

Standard deviation is a statistical measure of the historic volatility of a mutual fund or portfolio, usually computed using 36 monthly returns. More generally, it is a measure aof the extent to which numbers are spread around their average. The wider the dispersions, the larger the standard deviation. The higher the deviation, the greater the volatility. This is an independent measure of volatility; it is not relative to an index.

Single mutual fund with a static asset allocation that aligns with this strategy.

(Appropriate for individuals looking to invest $1,000 or more in a retirement account or $2,500 in a non-retirement account)

T. Rowe Price Balanced Fund

The T.Rowe Price Balanced Fund normally invests approximately 65% of total assets in U.S. and foreign common stocks and 35% in fixed-income securities. At least 25% of total assets will be invested in fixed-income securities.

Multi-fund model portfolio with a static asset allocation between three and seven T. Rowe Price Funds.

(Appropriate for investors looking to invest $50,000 or more)

Equity
16%
large growth
Growth Stock Fund
16%
large growth
Value Fund
Fixed Income
24%
Us investment grade bond
New Income Fund
Short Term

Please use our Mutual Fund Guide to see alternate funds for the asset classes listed above.

We offer accounts to accomplish all of your financial goals.

retirement

Reach your retirement goals

You’re working hard to save, and you want to know your options so you can make informed decisions about retirement and feel confident in the face of changing market cycles. We can help.

education

Take the first step

Saving for college, graduate school, or even vocational training can be more attainable with the tax-advantaged benefits of a 529 college savings plan.

general savings

Consider the benefits

If you’re looking for a holding place for your money, investing for the longer term, or supplementing your retirement savings, you could benefit from our low minimum account requirements and broad investment selections.

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Why invest with T. Rowe Price?

For more than 80 years, we have helped our clients feel confident about investing through our disciplined approach and consistent focus on putting clients first.

Research is the lifeblood of our investment organization.

Our focus on in-depth research to find the right investment opportunities across the globe means we can deliver diverse solutions to help you achieve your financial goals.

A seasoned investment team means continuity for you.

Our team’s expertise and collective experience allow us to thoughtfully focus on our ultimate goal—consistent, competitive performance for you.

Investors have relied on our disciplined approach for more than 75 years.

Consistency is a hallmark of our investment process. We assess the risk and potential rewards of our investments.

Learn More about T. Rowe Price

Investment solutions backed by over 80 years of experience

Figures are as of 6/30/18.
65+

Over 65 of our funds have earned 4 or 5 star Overall Morningstar Ratings as of 6/30/18.

$173 Billion

More than 1.4 million individual investors entrust us with more than $173 billion in assets.

80%

Over 80% of our funds outperformed their 10-year Lipper average for the period ended 6/30/18.

View firm's background on FINRA's BrokerCheck

T. Rowe Price mutual funds are subject to ongoing management fees and may be subject to redemption fees. An IRA may be subject to an annual fee, and a fee may be assessed when an IRA is closed. See prospectus for details.

The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.

Morningstar gives its best ratings of 5 or 4 stars to the top 32.5% of all funds (of the 32.5%, 10% get 5 stars and 22.5% get 4 stars) based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. As of 2/28/18, 72 of 120 of our rated funds (Investor class only) received an overall rating of 5 or 4 stars.

◊Ratings displayed with hollow stars represent Morningstar Extended Performance Ratings. Morningstar provides adjusted historical returns and an Extended Performance Rating for some mutual fund share classes that don't have a 1-, 3-, 5-, or 10-year performance history. These hypothetical Morningstar Ratings are based on the historical performance of the oldest share class of the fund, adjusted for fees and expenses.

The Morningstar Rating™ for funds, or "star rating", is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

Source for Morningstar data: ©2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

*159 of our 332 mutual funds had a 10-year track record as of 12/31/17. (Includes all share classes and excludes funds used in insurance products.) 128 of these 159 funds (81%) beat their Lipper averages for the 10-year period. 238 of 332 (72%), 193 of 230 (84%), and 152 of 186 (82%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 12/31/17, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)

*36 of our 39 Retirement Funds had a 10-year track record as of 12/31/17 (includes all share classes). 34 of these 36 funds beat their Lipper averages for the 10-year period. 37 of 39, 38 of 39, and 35 of 36 of the Retirement Funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 12/31/17, respectively. Calculations are based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)

*Source: Lipper Inc. 169 of 213 funds (excluding institutional and bank institutional funds as defined by Lipper) more than 6 months old had expense ratios below their Lipper averages based on fiscal year-end data available as of 12/31/17.

The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate year an investor plans to retire (assumed to be age 65) and likely stop making new investments in the fund. If an investor plans to retire significantly earlier or later than age 65, the funds may not be an appropriate investment even if the investor is retiring on or near the target date. The funds’ allocations among a broad range of underlying T. Rowe Price stock and bond funds will change over time. The funds emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus on supporting an income stream over a long-term postretirement withdrawal horizon. The funds are not designed for a lump-sum redemption at the target date and do not guarantee a particular level of income. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility over shorter time horizons.