About PCUZX
T. Rowe Price U.S. Equity Research Fund Z Class is a mutual fund designed to pursue long-term capital growth through diversified investments in U.S. equities. Utilizing a disciplined, research-driven portfolio construction process, the fund draws on the expertise of T. Rowe Price’s team of analysts, each specializing in particular industries. The analysts select and weight stocks within their sectors, under the oversight of the fund's portfolio managers, aiming to capture growth and income potential across the market spectrum. The fund typically holds a broad mix of large, medium, and small-cap companies, with a notable concentration in leading technology and consumer sectors. Major holdings include prominent names such as Apple, Microsoft, NVIDIA, Amazon, and Meta Platforms, reflecting an emphasis on innovative, market-leading businesses. The Z Class share structure, typically available to institutional clients and funds-of-funds, features no minimum initial investment and aims to keep operating expenses low for eligible investors. The fund benchmarks its performance against key indices like the S&P 500 and Russell 3000, and it is recognized for its role in providing diversified, research-driven U.S. equity exposure within multi-asset or institutional portfolios.
Fund Family T. Rowe Price
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PCUZX
Share Class -z Class
Index S&P 500 TR
PCUZX had a total return of 38.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.83%.
