T. Rowe Price Blue Chip Growth Fund I Class

Frequently Asked Questions About TBCIX

What does TBCIX invest in?

The primary aim of this fund is to achieve substantial capital growth over an extended period, while income generation serves as a supplemental objective. It typically allocates at least 80% of its total assets (including any funds acquired through borrowing) to the equity shares of well-established, growing companies of both large and moderate market capitalization. The investment focuses on enterprises that demonstrate dominant market positions, are overseen by experienced leadership, and exhibit strong financial health. Notably, this portfolio operates on a non-diversified basis.

What is the expense ratio of TBCIX?

T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) charges an expense ratio of 0.57%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TBCIX?

T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) manages $111.94B 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 TBCIX actively managed or an index fund?

TBCIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TBCIX's is 0.57%) in exchange for the discretion to over- or under-weight positions.

When was TBCIX launched?

T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) launched in December 2015 and is managed by T. Rowe Price.

How has TBCIX performed?

TBCIX'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.