T. Rowe Price U.S. Equity Research Fund

Frequently Asked Questions About PRCOX

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 $1.90B 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.