T. Rowe Price US Equities

Highlighting the opportunities across the US



 

As one of the largest active managers of US equities globally, with over eight decades of experience, we are ideally positioned to deliver opportunities across a range of US equities.

Heritage

Investing in US equities since 1937

Access

$979bn USD* assets under management in US equities

Insights

Breadth and depth of expert research and analysis

Political blog

Read our US political analyst’s blog posts for updates from Washington with an investment slant.

T. ROWE PRICE

“If our clients succeed, our firm will succeed.”


Thomas Rowe Price Jr.  / Founder


Our funds

We have a comprehensive range of US equity funds, across style and market cap, available to you and your clients.

US Large Cap Growth Equity Fund

A large cap growth fund seeking firms that demonstrate innovation and change.

Key risks

The following risks are materially relevant to the fund. Please click here to view the definitions of the risks listed below. Equities, Geographic concentration, Hedging, Investment fund, Management, Market, Operational, Small/mid cap.

OEIC inception date

29 May 2018

SICAV inception date

31 July 2003

Comparator benchmark

Russell 1000 Growth Index Net 15% withholding tax

Lead Portfolio Manager

Taymour Tamaddon


​US Blue Chip Equity Fund

A large/mid cap core growth fund seeking companies with strong earnings growth and durable free cash flow.

Risks - The following risks are materially relevant to the fund: Style riskVolatility risk.

Past performance is not a reliable indicator of future performance.

Morningstar star rating applies to T. Rowe Price Funds SICAV US Blue Chip Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020. 

SICAV inception date

28 June 2001

Comparator benchmark

S&P 500 Index
Net 30% Withholding Tax

Lead Portfolio Manager

Larry Puglia

Morningstar star rating applies to T. Rowe Price Funds SICAV US Blue Chip Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020. 


US Equity Fund

A large cap core fund seeking high-quality secular growth companies, irrespective of style.

Risks - The following risks are materially relevant to the fund: Volatility risk.

Past performance is not a reliable indicator of future performance.

Morningstar star rating applies to T. Rowe Price Funds SICAV US Equity Fund as at 31 May 2021.

SICAV INCEPTION DATE

26 June 2009

COMPARATOR BENCHMARK

S&P 500 Net 15% Withholding Tax

LEAD PORTFOLIO MANAGER

Jeff Rottinghaus

Morningstar star rating applies to T. Rowe Price Funds SICAV US Equity Fund as at 31 May 2021.


US Large Cap Value Equity Fund

A large cap fund seeking companies undervalued relative to their long‑term economic value.

Risks - The following risks are materially relevant to the fund: Small and mid-cap riskVolatility risk.

Past performance is not a reliable indicator of future performance.

Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Value Equity Fund as at 31 May 2021. 

SICAV INCEPTION DATE

28 June 2001

Comparator benchmark

Russell 1000 Value Index Net 15% withholding tax

Co-Portfolio Manager

Heather McPherson

Morningstar star rating applies to T. Rowe Price Funds SICAV US Large Cap Value Equity Fund as at 31 May 2021. 


US Smaller Companies Equity Fund

A fund seeking attractive companies from across the full US smaller companies universe.

Risks - The following risks are materially relevant to the fund: Small and mid-cap riskVolatility risk.

Past performance is not a reliable indicator of future performance.

Morningstar star rating applies to T. Rowe Price Funds SICAV US Smaller Companies Equity Fund as at 31 May 2021. 

SICAV inception date

28 June 2001

Comparator benchmark

Russell 2500 Index Net 15%

Portfolio Manager

Curt Organt

Morningstar star rating applies to T. Rowe Price Funds SICAV US Smaller Companies Equity Fund as at 31 May 2021. 

General fund risks - to be read in conjunction with the fund specific risks above. Capital risk,  Equity riskESG and Sustainability risk, Geographic concentration risk, Hedging riskInvestment fund risk, Management riskOperational risk.

View the definitions of the risks listed above.

Our thinking

Want to know more? Get in touch.

If you have questions or would like more information about T. Rowe Price please contact us. 

Zürich, Switzerland

Talstrasse 65
6. Stock
8001 Zürich
Schweiz

+41 44 227 15 50

*All figures are as at 31 December 2020 unless stated otherwise. Total US Equity Assets: US$ 979.0 billion. As of 31 December 2020. US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

EEA ex-UK and ex-Netherlands – Unless indicated otherwise this material is issued and approved by T. Rowe Price (Luxembourg) Management S.à r.l. 35 Boulevard du Prince Henri L-1724 Luxembourg which is authorised and regulated by the Luxembourg Commission de Surveillance du Secteur Financier. For Professional Clients only.

Switzerland – Issued in Switzerland by T. Rowe Price (Switzerland) GmbH, Talstrasse 65, 6th Floor, 8001 Zurich, Switzerland. First Independent Fund Services Ltd, Klausstrasse 33, CH-8008 Zurich is Representative in Switzerland. Helvetische Bank AG, Seefeldstrasse 215, CH-8008 Zurich is the Paying Agent in Switzerland. For Qualified Investors only.

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