T Rowe Price US Equity Research Fund (PRCOX)
55.46
+0.28
(+0.51%)
USD |
Mar 12 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks superior capital growth by investing primarily in common stocks of small, medium, and large U.S. companies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | T. Rowe Price |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
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1 Year
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3 Months
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3 Years
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6 Months
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 13, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 99.35% |
| Bond | 0.03% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.62% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 8.12% | 216.98 | -1.75% |
| NVIDIA Corp | 7.09% | 115.74 | 6.42% |
| Microsoft Corp | 6.47% | 383.27 | 0.74% |
| Amazon.com Inc | 4.27% | 198.89 | 1.17% |
| Broadcom Inc | 2.80% | 194.23 | 2.18% |
| Meta Platforms Inc | 2.70% | 619.56 | 2.29% |
| Alphabet Inc | 2.44% | 169.00 | 1.82% |
| Tesla Inc | 2.31% | 248.09 | 7.59% |
| Eli Lilly and Co | 1.92% | 821.86 | -0.27% |
| Alphabet Inc | 1.64% | 167.11 | 1.87% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.33% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 2500.00 None |
| Minimum Subsequent Investment | 100.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks superior capital growth by investing primarily in common stocks of small, medium, and large U.S. companies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | T. Rowe Price |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 25.26% |
| EPS Growth (3Y) | 23.15% |
| EPS Growth (5Y) | 17.22% |
| Sales Growth (1Y) | 16.32% |
| Sales Growth (3Y) | 16.73% |
| Sales Growth (5Y) | 13.80% |
| Sales per Share Growth (1Y) | 19.20% |
| Sales per Share Growth (3Y) | 17.21% |
| Operating Cash Flow - Growth Ratge (3Y) | 18.10% |
As of December 31, 2024
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:PRCOX", "name") |
| Broad Asset Class: =YCI("M:PRCOX", "broad_asset_class") |
| Broad Category: =YCI("M:PRCOX", "broad_category_group") |
| Prospectus Objective: =YCI("M:PRCOX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |