About RCLIX
T. Rowe Price U.S. Large-Cap Core Fund I Class is a mutual fund designed to provide long-term capital growth by investing primarily in large-cap U.S. companies. The fund utilizes a core approach, blending both growth and value investing strategies, and focuses on stocks whose market capitalizations exceed the median of the Russell 1000 Index. It typically invests at least 80% of its assets in such companies, targeting businesses with strong fundamentals, competitive advantages, and favorable valuations. The portfolio is diversified across major sectors, with significant allocations in technology, financial services, healthcare, and consumer discretionary industries. Notable holdings often include leading firms like Apple, Microsoft, NVIDIA, and Amazon. T. Rowe Price U.S. Large-Cap Core Fund I Class caters to institutional investors, offering a relatively low expense ratio and a performance track record that has outpaced many of its peers over multiple time frames. The fund's disciplined bottom-up research and flexible stock selection make it a significant player in the large blend category, aiming to capture opportunities across various market environments while managing risk effectively.
Fund Family T. Rowe Price
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RCLIX
Share Class T. Rowe Price U.s. Large-cap Core Fund-i Class
Index S&P 500 TR
RCLIX had a total return of 19.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.16%.
