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.

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Investing in US equities since 1937

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£774.3bn GBP* assets under management in US equities

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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 risk, Volatility 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. FE fundinfo Crown Fund Rating as at 31 December 2021. Silver ratings as at 27 August 2020. RSM Rating as at 30 June 2020. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

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

OEIC inception date

29 May 2018

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. FE fundinfo Crown Fund Rating as at 31 December 2021. Silver ratings as at 27 August 2020. RSM Rating as at 30 June 2020. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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 risk, Volatility 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. FE fundinfo Crown Fund Rating as at 31 December 2021. Silver ratings as at 27 August 2020. RSM Rating as at 30 June 2020.  FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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. FE fundinfo Crown Fund Rating as at 31 December 2021. Silver ratings as at 27 August 2020. RSM Rating as at 30 June 2020.  FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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. FE fundinfo Crown Fund Rating as at 30 September 2021. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

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

OEIC INCEPTION DATE

31 Oct 2016

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. FE fundinfo Crown Fund Rating as at 30 September 2021. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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 risk, Volatility 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. FE fundinfo Crown Fund Rating as at 31 December 2021. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

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

OEIC INCEPTION DATE

13 Mar 2017

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. FE fundinfo Crown Fund Rating as at 31 December 2021. FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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 risk, Volatility 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. FE fundinfo Crown Fund Rating as at 31 December 2021.  FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

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

OEIC inception date

13 March 2017

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. FE fundinfo Crown Fund Rating as at 31 December 2021.  FundCalibre's Elite Provider for Equities Rating as at 21 Feb 2022.

* 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

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

020 7002 4372

* All figures are as at 30 September 2021 unless stated otherwise. 

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 ratings on this page relate to the SICAV Funds which are managed in the same way as the OEIC funds but have a longer track record.

The SICAV 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”). The OEIC Funds are sub-funds of the T. Rowe Price Funds OEIC, an investment company with variable capital incorporated in England and Wales which is registered with the UK Financial Conduct Authority and which qualifies as a 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 and via www.troweprice.com. A summary of investor rights for the T. Rowe Price Funds SICAV is available 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.

T. Rowe Price has been awarded the FundCalibre's Elite Provider for Equities Rating for 2022 as at 21 Feb 2022.

©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

This rating relates to the SICAV Fund which is managed in the same way as the OEIC Fund but has a longer track record. © 2022 FE fundinfo. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE fundinfo, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE fundinfo, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE fundinfo shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE fundinfo does not guarantee that a fund will perform in line with its FE fundinfo Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE fundinfo Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

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

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