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T Rowe US Large Cap Growth Equity I USD

Ranked 7 out of 259 in - US over 12 months
All calculations are in GBP 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 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 United Kingdom View performance globally

Performance

US over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.5% 3.6%
2016 22.2% -4.3% 6.7% 10.8% 8.0%
2015 17.3% 10.7% -5.7% -1.4% 14.0%
2014 15.7% 0.1% 0.1% 5.3% 9.7%
2013 42.6% 17.7% 4.3% 5.5% 10.2%
2012 10.9% 15.7% -5.9% 4.5% -2.5%
2011 -0.7% 3.4% -2.2% -10.5% 9.6%
2010 17.7% 9.0% -9.9% 7.3% 11.7%
2009 37.5% 1.8% 5.4% 17.2% 9.4%
2008 -19.6% -11.7% 2.0% -7.9% -3.1%
2007 6.1% -0.2% 5.2% 2.6% -1.5%
2006 -6.7% 0.7% -11.3% 2.3% 2.1%
2005 20.7% -4.7% 13.3% 3.0% 8.5%
2004 1.6% -1.2% 2.0% -3.8% 4.8%
2003 4.0%

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. Iceland
  9. Ireland
  10. Italy
  11. Jersey
  12. Latvia
  13. Lithuania
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date31/07/2003
  • Share Class size429Mn
  • Base currencyUSD
  • ISIN LU0174119775

Purchase Info

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

Charges

  • Annual management0.65%
  • Initial investment0

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