- What does PRCOX invest in?
- The primary goal of this fund is to achieve sustained long-term capital appreciation. It employs a meticulous portfolio construction strategy, aiming to align its sector and industry allocations closely with those of the Standard & Poor's 500 Stock Index® (S&P 500 Index). While its core holdings consist predominantly of common stocks issued by large U.S. corporations, the fund maintains the discretion to allocate capital to small- and mid-capitalization companies and international securities, in line with its overarching investment objectives.
- What is the expense ratio of PRCOX?
- T. Rowe Price U.S. Equity Research Fund (PRCOX) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PRCOX?
- T. Rowe Price U.S. Equity Research Fund (PRCOX) manages $1.85B 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 PRCOX actively managed or an index fund?
- PRCOX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PRCOX's is 0.45%) in exchange for the discretion to over- or under-weight positions.
- When was PRCOX launched?
- T. Rowe Price U.S. Equity Research Fund (PRCOX) launched in November 1994 and is managed by T. Rowe Price.
- How has PRCOX performed?
- PRCOX'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.
