- What does PCCOX invest in?
- This fund aims for significant capital appreciation over an extended period. It implements a methodical approach to portfolio construction, seeking to mirror the sector and industry allocations of the S&P 500 Index. Although its holdings are primarily common stocks of large U.S. companies, it may, consistent with its objectives, also include investments in small- and mid-sized companies, as well as international equities.
- What is the expense ratio of PCCOX?
- T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) charges an expense ratio of 0.34%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PCCOX?
- T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) manages $1.88B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PCCOX actively managed or an index fund?
- PCCOX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PCCOX's is 0.34%) in exchange for the discretion to over- or under-weight positions.
- When was PCCOX launched?
- T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) launched in November 2016 and is managed by T. Rowe Price.
- How has PCCOX performed?
- PCCOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
