Nasdaq - Delayed Quote USD

T. Rowe Price US Large-Cap Core Adv (PAULX)

43.46 -0.44 (-1.00%)
At close: 6:05 PM EDT

Fund Summary

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. The advisor defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000? Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing.

T. Rowe Price US Large-Cap Core Adv

Baltimore, Maryland 21202
100 East Pratt Street
410-345-2000

Fund Overview

Category Large Blend
Fund Family T. Rowe Price
Net Assets 19.63B
YTD Return 21.92%
Yield 0.13%
Morningstar Rating
Inception Date Mar 16, 2020

Fund Operations

Last Dividend 0.06
Last Cap Gain 17.00
Holdings Turnover 57.10%
Average for Category --

Fees & Expenses

Expense PAULX Category Average
Annual Report Expense Ratio (net) 0.97% 0.78%
Prospectus Net Expense Ratio 0.97% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Shawn T. Driscoll, Lead Manager since April 01, 2022
Shawn Driscoll is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. Mr. Driscoll has been chairman of the committee since 2013. He joined the Firm in 2006 and his investment experience dates from 2003. He has served as a portfolio manager with the Firm throughout the past five years. Prior to joining the T. Rowe Price in 2006, he was employed by MTB Investment Advisors as an equity research analyst. Shawn was also employed by MPower Communications as an information technology project manager. He earned a BA in economics and mathematics from the University of Rochester and an MBA in finance and global business from New York University, Leonard N. Stern School of Business.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

Related Tickers