T. Rowe Price US Large Cap Equity
  • Fund Manager  
    Jeff Rottinghaus
  • Currency  
    USD
  • Sector  
    US Equity
  • Fund Type  
    Open Ended
  • Fund Size  
    164.93 Mio
  • Launch Date  
    26/06/2009
  • Lipper Total Return  

The fund invests at least two-thirds of total assets in equity and equity-related securities of companies that are either incorporated in the United States of America or conduct most of their business there and that have a market capitalisation equal to or greater than the companies in the Russell 1000 Index. Types of securities may include common stocks, preferred stocks, warrants, American Depository Receipts, European Depository Receipts and Global Depository Receipts. The fund does not invest more than one-third of its assets in debt and money market securities. The fund may use derivatives for hedging and efficient portfolio management.

Jeff Rottinghaus is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the US Large-Cap Core Equity and Growth & Income Equity Strategies and chairman of the strategies' Investment Advisory Committees. Mr. Rottinghaus is a vice president of T. Rowe Price Group, Inc.

Mr. Rottinghaus has 15 years of investment experience, 14 of which have been with T. Rowe Price. Prior to joining the firm in 2001, he was a financial consultant with Ernst & Young. Mr. Rottinghaus is a former part owner of the software consulting firm Kelly-Levey & Associates.

Mr. Rottinghaus earned a B.S. in business administration from Bowling Green State University and an M.B.A. from the University of Pennsylvania, The Wharton School. He is also a certified public accountant.

Performance

1 Year 3 Year 5 Year
T Rowe US Large Cap Equity I USD 22.14% 76.85% 136.43%
S&P 500 TR 24.03% 71.68% 130.71%
Figures correct as at 30 Apr 2017
Collected - HLDG Top Holdings as at 28/02/2017
HLDG Top Holdings % of fund
USD CASH
4.28%
JPMORGAN CHASE & CO ORD
4.03%
PEPSICO INC ORD
3.54%
APPLE INC ORD
3.5%
ALPHABET INC ORD
3.26%
PHILIP MORRIS INTERNATIONAL INC ORD
3.11%
WELLS FARGO & CO ORD
3.08%
DANAHER CORP ORD
2.93%
MICROSOFT CORP ORD
2.88%
VISA INC ORD
2.78%

Fees

Charge Amount Rating
Total Expense Ratio0.75
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.