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T. Rowe Price Instl Large Cap Core Gr (TPLGX)

80.22 +1.92 (+2.45%)
At close: 8:01 PM EST

Fund Summary

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap companies. The managers define a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000? Growth Index, a widely used benchmark of the largest U.S. growth stocks. It is non-diversified.

T. Rowe Price Instl Large Cap Core Gr

Baltimore MD 21202
100 East Pratt Street
(410) 345-2000

Fund Overview

Category Large Growth
Fund Family T. Rowe Price
Net Assets 3.01B
YTD Return 28.56%
Yield 0.02%
Morningstar Rating
Inception Date Sep 30, 2003

Fund Operations

Last Dividend 0.02
Last Cap Gain 65.00
Holdings Turnover 14.50%
Average for Category --

Fees & Expenses

Expense TPLGX Category Average
Annual Report Expense Ratio (net) 0.57% 0.99%
Prospectus Net Expense Ratio 0.57% --
Prospectus Gross Expense Ratio 0.57% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul D. Greene, Lead Manager since October 01, 2021
Paul Greene is an associate 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 Equity, US Capital Appreciation, US Structured Research Equity, and US Growth Stock Strategies and an Investment Committee member of the Global Growth Equity Strategy. Paul is a vice president of T. Rowe Price Group, Inc.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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