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

$1,204 bn USD* assets under management in US equities

Insights

Breadth and depth of expert research and analysis

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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 actively managed 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.

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 Growth Equity Fund as at 31 May 2021. Silver ratings as at 27 August 2020.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV inception date

31 July 2003

BENCHMARK *

Russell 1000 Growth Index Net 15% withholding tax

Lead Portfolio Manager

Taymour Tamaddon

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

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


​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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV inception date

28 June 2001

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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


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.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV INCEPTION DATE

26 June 2009

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.

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV INCEPTION DATE

28 June 2001

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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.


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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

SICAV inception date

28 June 2001

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. 

* The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.

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.

US Equity Strategies

Understanding How our Active Approach Can Benefit Clients

Fundamental analysis, backed by our experienced research teams, is the core of our active investment approach and provides a strong foundation for stock selection. To uncover opportunities for our clients, we constantly analyse markets and the companies within them.

To evaluate our approach, we conducted an annual study of the performance of T. Rowe Price’s U.S. equity strategies over the past 20 years.

Download the report to read our findings.

 

Our thinking

Want to know more? Get in touch.

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+46 8 1215 8300

*All figures are as at 31 March 2022 unless stated otherwise. Total US Equity Assets: US$ 1,203.9 billion. As of 31 March 2022. US Equity AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

Important Information 

This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested. 

The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. 

The material has not been reviewed by any regulatory authority in any jurisdiction.

Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date written and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price. 

The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request. 

It is not intended for distribution to retail investors in any jurisdiction.

The Funds are sub-funds of the T. Rowe Price Funds SICAV, a Luxembourg investment company with variable capital which is registered with Commission de Surveillance du Secteur Financier and which qualifies as an undertaking for collective investment in transferable securities (“UCITS”). Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents in English and in an official language of the jurisdictions in which the Funds are registered for public sale, together with the articles of incorporation and the annual and semi-annual reports (together “Fund Documents”). Any decision to invest should be made on the basis of the Fund Documents which are available free of charge from the local representative, local information/paying agent or from authorised distributors. They can also be found along with a summary of investor rights in English at www.troweprice.com. The Management Company reserves the right to terminate marketing arrangements.

Morningstar Analyst Rating™ calculated annually. Silver ratings for T. Rowe Price Funds SICAV – US Large Cap Growth Equity Fund and T. Rowe Price Funds SICAV – US Blue Chip Equity Fund as at 27 August 2020. Morningstar star rating applies to T. Rowe Price Funds SICAV – US Large Cap Growth Equity Fund, T. Rowe Price Funds SICAV – US Blue Chip Growth Equity Fund, T. Rowe Price Funds SICAV – US Large Cap Value Equity Fund, T. Rowe Price Funds SICAV – US Equity Equity Fund and T. Rowe Price Funds SICAV – US Smaller Companies Equity Fund as at 31 May 2021. The Morningstar Rating is updated on a monthly basis. For the latest ratings information please visit the Morningstar website. FE fundinfo Crown Fund Rating as at 30 September 2021. RSM Rating as at 30 June 2020. 

©2022 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. For further information on ratings methodology please visit www.morningstar.com 

©Rayner Spencer Mills Research Limited. https://members.rsmgroup.co.uk/related/rd/fund-rating-methodology/

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. 

© 2022 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of T. Rowe Price Group, Inc. 

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