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T. Rowe Price Institutional Large-Cap Growth Fund

T. Rowe Price Institutional Large-Cap Growth fund Release Date 12-31-18.. Category large Growth Investment Objective & Strategy Portfolio Analysis From the investment's prospectus Composition as of 12-31-18 % Assets Morningstar Style Box as of 12-31-18 % Mkt Cap The investment seeks to provide long-term capital Stocks Giant large Mid Stocks .. appreciation through investments in common stocks of large Growth companies. Bonds Medium In taking a Growth approach to stock selection, the Cash Small Small fund will normally invest at least 80% of its net assets Other .. (including any borrowings for investment purposes) in the Micro Value Blend Growth common stocks of Large-Cap companies. The advisor defines a Large-Cap company as one whose market capitalization is Top 10 Holdings as of 12-31-18 % Assets Morningstar Equity Sectors as of 12-31-18 % fund larger than the median market capitalization of companies in Inc h Cyclical .. the Russell 1000 Growth Index, a widely used benchmark of Microsoft Corp r Basic Materials the largest Growth stocks.

T. Rowe Price Institutional Large-Cap Growth Fund Release Date 09-30-18.....Category.....

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Transcription of T. Rowe Price Institutional Large-Cap Growth Fund

1 T. Rowe Price Institutional Large-Cap Growth fund Release Date 12-31-18.. Category large Growth Investment Objective & Strategy Portfolio Analysis From the investment's prospectus Composition as of 12-31-18 % Assets Morningstar Style Box as of 12-31-18 % Mkt Cap The investment seeks to provide long-term capital Stocks Giant large Mid Stocks .. appreciation through investments in common stocks of large Growth companies. Bonds Medium In taking a Growth approach to stock selection, the Cash Small Small fund will normally invest at least 80% of its net assets Other .. (including any borrowings for investment purposes) in the Micro Value Blend Growth common stocks of Large-Cap companies. The advisor defines a Large-Cap company as one whose market capitalization is Top 10 Holdings as of 12-31-18 % Assets Morningstar Equity Sectors as of 12-31-18 % fund larger than the median market capitalization of companies in Inc h Cyclical .. the Russell 1000 Growth Index, a widely used benchmark of Microsoft Corp r Basic Materials the largest Growth stocks.

2 The fund is non-diversified. Boeing Co t Consumer Cyclical Alphabet Inc A y Financial Services Visa Inc Class A Volatility and Risk .. u Real Estate Volatility as of 12-31-18 Facebook Inc A j Sensitive Investment UnitedHealth Group Inc .. Cigna Corp i Communication Services Low Moderate High Alphabet Inc Class C o Energy Category p Industrials Tencent Holdings Ltd ADR a Technology Risk Measures as of 12-31-18 Port Avg Rel S&P 500 Rel Cat k Defensive 3 Yr Std Dev .. 3 Yr Beta . s Consumer Defensive d Healthcare Principal Risks f Utilities Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Capitalization, Nondiversification, Active Operations Management, Equity Securities, Management, Portfolio Gross Prosp Exp Ratio of fund assets Waiver Data Type Exp. Date %. Diversification Net Prosp Exp Ratio of fund assets .. Management Fee Important Information 12b-1 Fee . Portfolio Manager(s). Morningstar Investment Profiles must be accompanied Other Fee Taymour Tamaddon. Since 2017.

3 By Morningstar Disclosure and Glossary. Miscellaneous Fee(s) .. fund Inception Date 10-31-01 Advisor T. Rowe Price Associates, Inc. Total fund Assets ($mil) 16, Subadvisor . Funds or their affiliates may pay compensation to Voya . Annual Turnover Ratio % affiliates offering a fund . Such compensation may be paid out fund Family Name T. Rowe Price of distribution, service and/or 12b-1 fees that are deducted from the fund 's assets, and/or may be paid directly by the Notes fund 's affiliates. Any fees deducted from fund assets are discussed in the fund 's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT. A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY. FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE. INSTITUTION.

4 MAY GO DOWN IN VALUE.. (01/19).. 2019 Morningstar, Inc., Morningstar Investment Profiles 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2). may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at CN0207-39981-0320D.


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