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T Rowe US Large Cap Growth Equity I USD

Ranked 4 out of 139 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Taymour R. Tamaddon

Taymour Tamaddon, CFA is a portfolio manager in the US equity division at T. Rowe Price based in Baltimore. He is president of the Health Sciences Strategy and chairman of its Investment Advisory Committee. Taymour joined the firm in 2004 and prior to this, he was an analyst at Amazon.com. Currently, he deals in US equity, using a growth investment style and is a vice president of T. Rowe Price Group Inc. Taymour graduated from James Madison University with a BBA in Finance and the Washington University with an MBA concentrating in Finance and Accounting.

Objective

The sub-fund invests at least two-thirds of total assets in equity and equity-related securities of companies that are either incorporated in the United States of America or conduct most of their business there and that have a market capitalisation equal to or greater than the companies in the Russell 1000 Index. Types of securities may include common stocks, preferred stocks, warrants, American Depository Receipts, European Depository Receipts and Global Depository Receipts. The fund does not invest more than one-third of its assets in debt and money market securities. The fund does not invest more than one-third of its assets in debt and money market securities.

Showing fund performance in Belgium View performance globally

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 19.3% 8.2% 1.0% 2.1% 7.0%
2016 5.5% -11.0% 1.8% 6.4% 9.4%
2015 23.5% 18.8% -3.7% -5.2% 14.0%
2014 24.0% 0.7% 3.3% 8.2% 10.1%
2013 39.1% 12.9% 2.9% 8.1% 10.7%
2012 14.3% 16.0% -3.1% 6.1% -4.2%
2011 1.8% 0.1% -4.1% -6.2% 13.0%
2010 22.0% 8.6% -1.9% 1.4% 12.9%
2009 49.6% 6.2% 14.6% 9.2% 12.5%
2008 -38.9% -18.6% 2.7% -7.5% -21.0%
2007 -2.6% -0.9% 6.1% -1.0% -6.4%
2006 -4.9% -0.8% -10.5% 4.3% 2.8%
2005 24.3% -1.9% 15.4% 2.0% 7.7%
2004 1.1% 4.1% 1.6% -6.0% 1.6%
2003 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Iceland
  10. Ireland
  11. Italy
  12. Jersey
  13. Latvia
  14. Lithuania
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date31/07/2003
  • Share Class size509Mn
  • Base currencyUSD
  • ISIN LU0174119775

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment500,000

Charges

  • Annual management0.65%
  • Initial investment0.65

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).