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T Rowe Price US Large-Cap Core Inc

NAS: TRULX

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/zigman2/quotes/208686396/realtime

$

36.22

Change

+0.43 +1.20%

Sep 23, 2021

YTD return

18.13%

5 yr avg return

15.78%

Total net assets

3.15B

52 week low

52 week high

$26.76

$37.15

Yield

0.32%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.73%

12 b-1

n/a

Turnover

68.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.12

Dividend freq.

Annually

Capital gain (2020)

0.14

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.02

Beta

0.95

Standard deviation

5.04

R. squared

0.98

Min. Investment

Standard (taxable)

2500

IRA

1000

Compare:
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/news/latest/company/us/trulx

MarketWatch News on TRULX

  1. Seeking the Best of Both Growth and Value Stocks

    4:10 a.m. Sept. 17, 2016

    - Barron's Online

  2. These mutual funds win gold, silver and bronze

    6:08 p.m. Nov. 2, 2010

    - Jonathan Burton

  3. New funds may be little more than a sales pitch

    12:03 p.m. July 5, 2009

    - Chuck Jaffe

Lipper Leader

Total Return: 3 Consistent Return: 3 Preservation: 5 Tax Efficiency: 4 Expense: 4

YTD Lipper Ranking: Quintile 4 (64th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 18.13% 18.81% 19.70% 64% 4
1yr 36.94% 37.78% 39.50% 64% 4
3yr 15.91% 15.99% 17.00% 54% 3
5yr 15.78% 16.55% 17.70% 67% 4
10yr 16.52% 15.59% 17% 34% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$58,650

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

Price Funds

Fund status

Open

Fund inception

June 26, 2009

Manager

Jeffery Rottinghaus

Investment Policy

The Fund seeks to provide long-term capital growth. The Fund will normally invest at least 80% of its net assets in the stocks of large-cap U.S. companies. The Fund defines a large-cap company as one whose market cap is larger than the median market cap of the companies in the Russell 1000 Index.

/news/nonmarketwatch/company/us/trulx

Other News on TRULX

  1. 4 T. Rowe Price Mutual Funds to Add to Your Portfolio

    10:36 a.m. April 9, 2019

    - Zacks.com

  2. Alpine Holdings: A Value And Fundamentals Portfolio

    10:59 a.m. Oct. 9, 2018

    - Seeking Alpha

  3. Best And Worst Q3'17: Large Cap Blend ETFs And Mutual Funds

    10:59 a.m. Sept. 6, 2017

    - Seeking Alpha

  4. ETFs Vs. Mutual Funds: Are ETFs Always A Better Choice?

    9:26 a.m. April 1, 2016

    - Seeking Alpha

  5. New T. Rowe Fund Targets Cyclicals

    12:16 a.m. Nov. 9, 2010

    - The Wall Street Journal Interactive Edition

  6. New T. Rowe Fund Targets Cyclicals

    1:32 p.m. Nov. 18, 2010

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.