T. Rowe Price Blue Chip Growth SMA
Overview
An established approach to long-term growth potential.
The U.S. Blue Chip Growth Equity SMA seeks long-term capital appreciation by investing in the common stocks of leading large and medium-sized companieswith seasoned management, st rong financial fundamentals, and potent ial for ab ove-average growth.
Strategy
- Invests primarily in established large and medium U.S. companies that demonstrate long-term and durable all-season growth.
- Emphasizes fundamental research and active, bottom-up stock selection to construct a portfolio of reasonably priced stocks that aims for solid revenue growth, attractive free cash flow, consistent earnings growth, and above-average returns.
- Utilizes a time-tested philosophy in growth equities investing to construct a portfolio of 45 to 60 stocks that represent our highest-conviction choices in U.S. large-cap growth companies.
- Avoids overpaying for growth by selecting stocks with growth potential beyond their current valuation.
Paul Greene, II
Portfolio Manager
Paul Greene is the portfolio manager of the US Large-Cap Core Growth Equity Strategy in the Global Equity Division. He is a vice president and an Investment Advisory Committee member of the US Large-Cap Core Growth Equity, Communications and Technology Equity, and US Growth Stock Equity Strategies. He is an Investment Advisory Committee member of the Global Growth Equity and Global Focused Growth Equity Strategies. Paul is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company.
Key Facts and Figures
Morningstar ID: F00000YZVQ
Inception date
3/31/2017
Holdings Range
45-60 stocks
Benchmark
Russell 1000 Growth Index
Insights
Important Information
^T. Rowe Price does not provide tax guidance or advice.
*Differences between compared investments may include sales and management fees, liquidity, volatility, tax features, holdings, and other features, which may result in differences in performance.
RISK CONSIDERATIONS:
All investments are subject to risks, including the possible loss of principal. International investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates; differences in market structure and liquidity; as well as specific country, regional, and economic developments. A growth or value approach to investing could cause underperformance compared with other stock portfolios that employ different investment styles.Growth stocks tend to be more volatile than value stocks, and their prices usually fluctuate more dramatically than the overall stock market. The intrinsic value of a stock with value characteristics may not be fully recognized by the market for a long time or a stock judged to be undervalued may actually be appropriately priced at a low level.
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