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T. Rowe Price Blue Chip Growth Fund
Watch fund manager Larry Puglia speak about this fund's objective and strategy. -
T. Rowe Price Retirement Funds
Watch fund manager Jerome Clark speak about the benefits of Retirement Funds. -
T. Rowe Price Capital Appreciation Fund
Watch fund manager David Giroux speak about this fund's objective and strategy.
Choose Your Objective to Find Your Mutual Fund:
Featured Mutual Funds:
At T. Rowe Price, we offer a broad range of over 90 no-load mutual funds to address your specific investing needs. Below are a few featured T. Rowe Price large-cap funds that outperformed the S&P 500 for the 10-year periods ended 3/31/13.*
Capital Appreciation Fund
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Overall Morningstar Rating as of 3/31/13**
- Balances Risk/Reward Potential
- No Load
Blue Chip Growth Fund
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Overall Morningstar Rating as of 3/31/13**
- Well-Established Companies
- No Load
Growth Stock Fund
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Overall Morningstar Rating as of 3/31/13**
- Capital Growth Potential
- No Load
Whether you're investing for retirement or living in retirement, it's important to maintain an age-appropriate asset allocation of stocks and bonds. Use the tool below to match your birth year with the T. Rowe Price Retirement Fund that's geared to your time horizon.
For a diversified portfolio that maintains a static allocation, consider the Retirement Income Fund.
The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate date when investors turn age 65. The funds invest in a broad range of underlying mutual funds that include stocks, bonds, and short-term investments and are subject to the risks of different areas of the market. The funds emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus more on income and principal stability during retirement. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility.
Diversification cannot assure a profit or protect against loss in a declining market.
*Average annual total returns for the 1-, 5-, and 10-year periods ended 3/31/13 for these funds and the S&P 500 were as follows: Blue Chip Growth Fund 7.84%, 7.13%, and 8.85%; Capital Appreciation Fund 12.75%, 7.94%, and 10.38%; Growth Stock Fund 7.53%, 6.97%, and 9.24%; and the S&P 500 Index 13.96%, 5.81%, and 8.53%. The funds' expense ratios for the most recent fiscal year ended 12/31/11 were as follows: Blue Chip Growth Fund 0.77%, Capital Appreciation Fund 0.73%, and Growth Stock Fund 0.70%. Current performance may be higher or lower than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. Click here for the funds' most recent month-end performance. Results will vary for other periods. All funds are subject to market risk, including possible loss of principal.
Morningstar Ratings™ are based on risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. **Morningstar rated the Capital Appreciation Fund among 802, 802, 697 and 414 moderate allocation funds and the Blue Chip Growth and Growth Stock Funds among 1,482; 1,482; 1,278; and 856 large growth funds for the overall rating and the 3-, 5-, and 10-year periods (as applicable) ended 3/31/13, respectively.
For funds with at least a 3-year history, a Morningstar Rating™ is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. Each share class is counted as a fraction of 1 fund within this scale and rated separately. Morningstar Rating™ is for the retail share class only; other classes may have different performance characteristics.
©2013 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
†Based on cumulative total return, 12 of 12, 12 of 12, 12 of 12, 5 of 5, and 7 of 7 of the Retirement Funds for individual investors outperformed their Lipper average for the 1-, 3-, 5-, and 10-year and since-inception periods ended 3/31/13, respectively. The Retirement 2010, 2020, 2030, 2040, and Income Funds began operations on 9/30/02; the 2005, 2015, 2025, and 2035 Funds began operations on 2/29/04; the 2045 Fund began operations on 5/31/05; and the 2050 and 2055 Funds began operations on 12/31/06. (Source for data: Lipper Inc.)
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