T. Rowe Price Blue Chip Growth Fund

Shareclass
T. Rowe Price Blue Chip Growth (TRBCX)
Type
Open-end mutual fund
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$18.2 BILLION
Prison industrial complex
6
flagged holdings
29%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$18.2 BILLION, 29% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$13.23B
invested
21%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
5
holdings
$17.98B
invested
29%
of portfolio
All flagged holdings
6 holdings
6 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $8.02B
    13%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $4.98B
    7.9%
  • 3.  
    Alphabet Inc Class C
    Border industry
    $3.69B
    5.85%
  • 4.  
    Alphabet Inc Class A
    Border industry
    $782.72M
    1.24%
  • 5.  
    Thermo Fisher Scientific Inc
    Border industry
    $500.09M
    0.79%
Higher risk
Private prison operator
See all
T. Rowe Price Blue Chip Growth Fund $TRBCX is 29% ($18.2 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on TRBCX at Morningstar.com
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.47% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
Less invested in higher risk companies, border industry 
1.63% less invested
Less invested in higher risk companies 
1.63% less invested
More invested in all screened prison industry companies 
5.94% more invested
More invested in all screened border industry companies 
11% more invested
More invested in all screened companies 
6.51% more invested
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.47% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
Less invested in higher risk companies, border industry 
1.63% less invested
Less invested in higher risk companies 
1.63% less invested
More invested in all screened prison industry companies 
5.94% more invested
More invested in all screened border industry companies 
11% more invested
More invested in all screened companies 
6.51% more invested
Current fund
TRBCX
T. Rowe Price Blue Chip Growth Fund
Family
T. Rowe Price
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.47% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.34% less invested
Less invested in higher risk companies, border industry 
1.63% less invested
Less invested in higher risk companies 
1.63% less invested
More invested in all screened prison industry companies 
5.94% more invested
More invested in all screened border industry companies 
11% more invested
More invested in all screened companies 
6.51% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
TRBCX - T. Rowe Price Blue Chip Growth Fund
41%
7.62%
15%
15%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0% 
Fund compared to benchmark
 
6.85%
-3.78%
-0.61%
1.47%
Same
Find more financial data on TRBCX at Morningstar.com
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