Morningstar

T. Rowe Price US Large-Cap Core I RCLIX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 43.30  /  +0.58 %
  • Total Assets 19.4 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 57%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis RCLIX

Will RCLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RCLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RCLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RCLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

On the right path.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Increased confidence in T. Rowe Price U.S. Large-Cap Core’s leader and solid supporting cast earns a People rating upgrade to Above Average from Average.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RCLIX

More RCLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.31 1.4 Bil
Technology

NVIDIA Corp

6.84 1.3 Bil
Technology

Microsoft Corp

6.34 1.2 Bil
Technology

Alphabet Inc Class C

4.06 792.4 Mil
Communication Services

Amazon.com Inc

3.80 741.3 Mil
Consumer Cyclical

Visa Inc Class A

2.59 505.6 Mil
Financial Services

UnitedHealth Group Inc

2.23 434.5 Mil
Healthcare

Thermo Fisher Scientific Inc

2.05 400.9 Mil
Healthcare

JPMorgan Chase & Co

1.90 370.9 Mil
Financial Services

Eli Lilly and Co

1.63 317.6 Mil
Healthcare

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