T. Rowe Price Blue Chip Growth Fund (TRBCX)

$196.40
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
T. Rowe Price Blue Chip Growth Fund 34 0.95 18.66% -0.47% 0.74%
U.S. Large Cap - Growth 34 0.97 20.01% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.16% 10.45% -1.29%
Year-to-Date 18.66% 20.01% -1.35%
1 Year 27.38% 33.77% -6.40%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.74%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$943

Real cost (fees + lost compounding)

$1,166

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-0.87%