T. Rowe Price U.S. Large-Cap Core Fund |
TRULX
Fund Status:
Open to new Retail investors
/
Open to subsequent Retail investments
Fund Objective
Quick Stats
| Fiscal Year End | December |
| Morningstar Category | Large Blend |
| Inception Date | 06/26/2009 |
| Tax ID | 26-4824802 |
Investment Objective
Long-term capital appreciation by investing primarily in the common stocks of large-sized U.S. companies.
Strategy
The U.S. Large Cap Core Fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing. Because the fund has the flexibility to look for stocks with either growth or value characteristics, stocks will be selected that we believe have the most favorable combination of company fundamentals, earnings potential and valuation.
The fund’s emphasis on large-cap companies will generally make it less volatile than small- or mid-cap funds. Appropriate for both regular and tax deferred accounts such as IRAs.
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The fund can invest in both growth and value stocks.
Growth stocks tend to perform particularly well when markets are rising and investors are looking for rapidly growing companies. On the other hand, value stocks can help reduce portfolio volatility since they may outperform the overall market when prices fall. Buying value-oriented stocks that are currently out of favor or misunderstood can lead to significant gains when other investors recognize the stock’s real value.
Stocks with growth characteristics can have sharp price declines as a result of earnings disappointments. Stocks with value characteristics carry the risk that the market will not recognize their intrinsic value for a long time or that they are actually appropriately priced at a low level. In addition, the fund’s fairly concentrated portfolio means poor performance by several fund holdings could affect the fund more than a fund holding a larger number of companies.
Growth stocks tend to perform particularly well when markets are rising and investors are looking for rapidly growing companies. On the other hand, value stocks can help reduce portfolio volatility since they may outperform the overall market when prices fall. Buying value-oriented stocks that are currently out of favor or misunderstood can lead to significant gains when other investors recognize the stock’s real value.
Stocks with growth characteristics can have sharp price declines as a result of earnings disappointments. Stocks with value characteristics carry the risk that the market will not recognize their intrinsic value for a long time or that they are actually appropriately priced at a low level. In addition, the fund’s fairly concentrated portfolio means poor performance by several fund holdings could affect the fund more than a fund holding a larger number of companies.
*Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
See Glossary for additional details on all data elements.
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