T. Rowe Price US Large-Cap Core (TRULX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
T. Rowe Price US Large-Cap Core
Baltimore, Maryland 21202
100 East Pratt Street
T. Rowe Price U.S. Large-Cap Core Fd Inc
410-345-2000
Management information
Shawn T. Driscoll,Lead manager since 31 March 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.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyT. Rowe Price
Net assets18.41B
YTD return13.35%
Yield0.40%
Morningstar rating★★★★★
Inception date28 Nov 2016
Fund operations
Last dividend0.16
Last cap gain17.00
Holdings turnover57.10%
Average for categoryN/A
Fees and expenses
ExpenseTRULXCategory average
Annual report expense ratio (net)0.58%0.84%
Prospectus net expense ratio0.58%N/A
Prospectus gross expense ratio0.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.