Blue Chip Growth Fund

Invests in common stocks of large and medium-sized blue chip companies that have the potential for above-average earnings growth and are well established.

Growth stocks have historically been more volatile than cyclical stocks.

Morningstar (Category)

Morningstar
(Overall Rating)1

Large Growth
  (1,116 funds)

Data as of 12/31/2021

Data as of 12/31/2021

Fund Manager Tenure2

Net Assets3
(USD)

2yrs
$102.2b

Data as of 12/31/2021

Data as of 12/31/2021

Price
(USD)

Daily Price Change

$152.78
$+0.80

Data as of 01/24/2022

Data as of 01/24/2022

Morningstar Ratings™ are based on risk-adjusted returns. Click on "Overall Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings™.

Paul Greene, II
Paul Greene, II, Portfolio Manager

Paul Greene is the portfolio manager of the US Large-Cap Core Growth Equity Strategy in the U.S. 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.

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Strategy

Investment Objective

The fund seeks to provide long-term capital growth. Income is a secondary objective.

US Mutual Fund vendor indices disclaimers

Sectors

Total
Sectors
8

Data as of 12/31/2021

Benchmark: S&P 500 Index

Largest Sector Information Technology 42.73% Was (11/30/2021) 42.40%
Other View complete

Contributor

Health Care
By 0.52%
Sector -0.03%
Selection 0.55%

Detractor

Communication Services
By -2.82%
Sector -1.21%
Selection -1.61%

Data as of 12/31/2021

Over

Information Technology
By 13.56%
Fund 42.73%
Benchmark 29.17%

Under

Financials
By -8.03%
Fund 2.66%
Benchmark 10.69%

Data as of 12/31/2021

For a complete list of the members of the fund's Investment Advisory Committee, please refer to the fund's prospectus.

View platform information
1

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2

Number of years managing the fund.  In the case of co-portfolio management, the longer tenure is displayed.

3

Figure applies to all share classes.

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