About TRULX
The T. Rowe Price U.S. Large-Cap Core Fund is an open-end mutual fund dedicated to providing long-term capital growth through investments in large-cap U.S. companies. Utilizing a core investment approach, the fund relies on fundamental, bottom-up research to identify a blend of both growth and value stocks, allowing for flexibility in adapting to changing market dynamics. At least 80% of its net assets are typically allocated to equities of companies with market capitalizations above the median of the Russell 1000 Index, encompassing influential names primarily in the technology, consumer cyclical, healthcare, financial services, and communication services sectors. Notably, its top holdings often include global leaders such as Microsoft, NVIDIA, Apple, and Alphabet. The fund aims to balance risk and return by diversifying across industry leaders while maintaining a moderate portfolio turnover. Its benchmark is the S&P 500 Index, aligning its performance with the broader U.S. large-cap equity market. The fund is suitable for investors seeking professionally managed exposure to the performance and stability characteristic of large-cap U.S. equities.
Fund Family T. Rowe Price
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TRULX
Index S&P 500 TR
TRULX had a total return of 18.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.31%.
