Mutual Funds - Profile

T. Rowe Price US Large-Cap Core Fund, Inc

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process uses fundamental, bottom-up research to identify growth and value stocks.

The research team looks for stocks that have the most favorable combination of company fundamentals, earnings potential and valuation.

The research process looks for companies with capable management teams, above-average earnings growth, cash flow growth, or profit margins, leading or improving market position or proprietary advantages, attractive business niche and valuation, low stock price relative to a company’s underlying asset values, and/or More

Price

  • Last Close
  • $34.25
    +0.22
  • 52 Week HL
  • $36.09 - $28.14
  • Net Assets
  • $5640 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Apr 02, 2021

Company Holding
Microsoft 6.34
Amazon.com 4.92
Alphabet 3.92
Johnson & Johnson 2.65
Visa 2.42
Company Holding
PepsiCo 2.26
Bank Of 2.24
Fiserv 2.08
Eli Lilly 2.07
Facebook 2.03
Total 30.93%

Manager

  • Name
  • Jeffrey Rottinghaus
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-3.2 % YTD

  • 3 Year
  • 58.99%
  • 5 Year
  • 56.75%
  • Best
  • 31.74%
    2013
  • Worst
  • -3.65%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
PAULX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.6% 5.4% -19.7% 12.4% -0.6% 7.4% -0.2% 3% 1.5% 9% -
Q2 - 8.3% 17.6% 4.4% 4.5% 3.4% 3.5% 1.2% 4.8% 4.4% -
Q3 - 5.9% 9.1% 0.5% 6.6% 2.4% 2.8% -3.7% 0.4% 4.8% -
Q4 - 2.1% 11.2% 4.5% -11.6% 5.7% 0.6% 7.7% 4.6% 10.1% -

Returns +
M

J F M A M J J A S O N D
2022 -3.3% - - - - - - - - - - -
2021 -1.9% 2.7% 4.7% 6% 0.9% 1.3% 3.1% 2.6% 0.2% -0.2% -1.3% -1.5%

Annual
Return

Index Comparison

Alpha

NAV