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T. Rowe Price US Large-Cap Core Adv (PAULX)
At close: 6:05 PM EDT
Fund Summary
The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. The advisor defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000? Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing.
T. Rowe Price US Large-Cap Core Adv
Baltimore, Maryland 21202
100 East Pratt Street
Fund Overview
Category | Large Blend |
Fund Family | T. Rowe Price |
Net Assets | 19.63B |
YTD Return | 21.92% |
Yield | 0.13% |
Morningstar Rating | |
Inception Date | Mar 16, 2020 |
Fund Operations
Last Dividend | 0.06 |
Last Cap Gain | 17.00 |
Holdings Turnover | 57.10% |
Average for Category | -- |
Fees & Expenses
Expense | PAULX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.97% | 0.78% |
Prospectus Net Expense Ratio | 0.97% | -- |
Prospectus Gross Expense Ratio | 0.97% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | -- |
Max Deferred Sales Load | -- | -- |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Shawn T. Driscoll, Lead Manager since April 01, 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
Morningstar Category
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