T. Rowe Price Blue Chip Growth Fund

Shareclass
T. Rowe Price Blue Chip Growth (TRBCX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
86.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 334 out of 2,548 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. AstraZeneca PLC ADR
    0.24% of assets
    $129.46M invested
  • 2. Procter & Gamble Co
    0.23% of assets
    $127.74M invested
  • 3. General Electric Co
    0.52% of assets
    $288.87M invested
  • 4. Mastercard Inc Class A
    2.59% of assets
    $1.43B invested
  • 5. DoorDash Inc Ordinary Shares - Class A
    0.26% of assets
    $145.82M invested
  • 6. Meta Platforms Inc Class A
    4.96% of assets
    $2.73B invested
  • 7. Mondelez International Inc Class A
    0.28% of assets
    $152.47M invested
  • 8. Intuit Inc
    1.19% of assets
    $653.02M invested
  • 9. Microsoft Corp
    14% of assets
    $7.67B invested
  • 10. S&P Global Inc
    0.54% of assets
    $299.74M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Carvana Co Class A
    0.26% of assets
    $144.65M invested
  • 2. Old Dominion Freight Line Inc Ordinary Shares
    0.38% of assets
    $209.62M invested
  • 3. CrowdStrike Holdings Inc Class A
    0.22% of assets
    $123.24M invested
  • 4. Align Technology Inc
    0.07% of assets
    $36.46M invested
  • 5. Snowflake Inc Ordinary Shares - Class A
    0.22% of assets
    $123.6M invested
  • 6. Cintas Corp
    0.2% of assets
    $108.53M invested
  • 7. BILL Holdings Inc Ordinary Shares
    0.21% of assets
    $116.87M invested
  • 8. Fortinet Inc
    0.07% of assets
    $39.96M invested
  • 9. Roper Technologies Inc
    0.74% of assets
    $408.09M invested
  • 10. Confluent Inc Class A
    0.11% of assets
    $60.32M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on TRBCX at Morningstar.com
Gender Equality and Returns
Returns chart for T. Rowe Price Blue Chip Growth Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.63% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.63% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.63% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TRBCX - T. Rowe Price Blue Chip Growth Fund
55%
6.24%
13%
13%
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
25%
-5.64%
-1.68%
0.63%
1  / 100 points higher
Find more financial data on TRBCX at Morningstar.com
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