TRBCX
T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.
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Why is this mutual fund severely lagging the S&P 500 index?
Inherited shares from multiple T Rowe Price funds, do I need to consolidate?
I own AGTHX, PRSCX, TRBCX in my taxable brokerage account. Not sure if I should sell
What do y’all think about ETrades suggested Aggressive Portfolio makeup for my Roth IRA?
T. Rowe Price Blue Chip Growth Fund (TRBCX) Price Drop Mystery
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The top 10 list is kind of a red herring. It tells you WHAT they own, not HOW MUCH. The top 10 is like 35-40% of the S&P by weight, so if the fund holds the same names but underweights them even a little, that gap adds up fast; especially this year where Alphabet alone has driven something like 20%+ of the index's entire YTD gain. Underweight GOOGL and NVDA by a couple points each and you're already way behind. The other thing is the rally has been super narrow and tech has crazy dispersion right now, a bunch of the best performers this year are tech, but so are a bunch of the worst. Active growth funds are making concentrated bets on specific names beyond the top 10, and if a few of those landed in the losing pile, there go several more points. And don't forget PRWAX is all-cap, so it's holding mid/small caps the S&P doesn't even have. TRBCX only holds ~75 stocks with weights that look nothing like the index below the top handful. Tack on ~0.7% in fees and a 10 point gap in a market this top-heavy is honestly exactly what you'd expect. Flip side is these same funds crushed the index in years when loading up extra on mega-cap growth was the winning move. That's the deal with active funds; you're paying them to be different from the index, and different cuts both ways.
I thought I was real slick when I made a quick $5k off Moderna and then another $2.5k on Alpine. Lost like $500(90%) in a month on some stock I can’t remember now and said nah fuck that. Went back to VTI and TRBCX. Modest compared to some but it’s been green every year so far.
Personally, I'm moving into BRKB because it may in fact be undervalued. Also, it's built on strong foundations so if there's a market collapse it should weather the storm better than tech stocks. I am heavy into tech stocks otherwise and in my retirement account at work, where I do TRBCX which has served me well. But, I do think a severe event is on the horizon and I will be moving the tech stuff into something more stable by next Feb/March. If you just want to passively invest I'd go for BRKB right now. What was a good idea yesterday may not be a good one today (such as the focus on tech). I believe there's still a 20% upside to BRKB through this year.
1. Vanguard • AUM: ~$8+ trillion • Known for: Low-cost index and actively managed funds, investor-owned structure. • Flagship Funds: • Vanguard Total Stock Market Index (VTSAX) • Vanguard 500 Index Fund (VFIAX) • Vanguard Total Bond Market Index (VBTLX) • All funds are no-load 2. Fidelity Investments • AUM: ~$4 trillion in mutual funds • Known for: Both active and passive funds, strong research platform. • Flagship Funds: • Fidelity 500 Index Fund (FXAIX) • Fidelity Contrafund (FCNTX) • Fidelity ZERO Total Market Index (FZROX – 0% expense ratio) • Most are no-load 3. T. Rowe Price • AUM: ~$1.4 trillion • Known for: Strong actively managed funds, long-term track records. • Flagship Funds: • T. Rowe Price Blue Chip Growth (TRBCX) • T. Rowe Price Growth Stock (PRGFX) • All funds are no-load I have been in TRowePrice since my early 20s and I am now nearly 60. Market timing is for suckers. And every time I think I can pick stocks, I relearn I am an idiot. Regular monthly money to fill your Roth account is the secret. Extra $ into funds for your savings. (Don’t forget to get your emergency funds set up) — I hope one day 55 year old remembers these days when you committed to your savings and thanks you.
Great position to be in! I think the biggest thing for me would be getting that $30k un-invested cash, into some investments. The thing that stands out to me is TRULX just looks like an expensive and slightly under-performing S&P 500 fund. Can't see a good reason to hold onto that. If nothing else you could buy a lower-ER S&P fund. Performance: https://totalrealreturns.com/s/TRULX,VFINX The Blue Chip Growth fund is interesting. Up until ~2009 it pretty much just tracked the S&P; no better. 2009 to 2021 it did great. Looks like a new manager (Paul Greene) took over in 2021. https://totalrealreturns.com/s/TRBCX,VFINX But, if you looked at performance since 2009, you'd be as well off or better just going NASDAQ index: https://totalrealreturns.com/s/TRBCX,VFINX,QQQ?start=2009-06-01
Personally, I am heavy in AI with NVDA and TRBCX, and I am getting into gold mining companies as they don't yet reflect the price of gold so there's good upside. I am on the alert for Spring 2026 as a possible problem and plan to move to bonds and cash equivalents by then. In the meantime, I put stop orders on everything to have some type of safeguard for a major market drop before I think it may happen. As the price of your stock rises, raise the stop price along with it. When NVDA recently reached 140, a stop order placed at 125 would have prevented the loss that occurred given its current price of 1.09. But, a short-term gain or loss would occur causing any profit to have to be taxed in the next year. Given the instability of the current timeframe I am willing accept short term tax implications- especially since I plan to cash out by next Spring. I follow Property Sharemarket Economics which very few people do, and American Big Heads who know everything will freak out about them (yet always repeat the same mistakes and can never explain why). I believe the PSE folks are correct and their economic analysis is sound and logically consistent.
I've just had TRBCX for a few years and I'm up over 60% on it so I think I just got in at a good time. It's the only mutual fund I have so I mentioned it. But I do agree with you that an ETF is most likely a better choice for OP.
Why TRBCX when VOOG had twice the yield in the last year for 1/10th the expense ratio
Maybe go for some Mag 7 stocks and some spy,voo,qqq,iusg. And maybe some blue chip growth funds like TRBCX.
No real sensible reason I guess. There is a difference though, the top 10 holdings are the same company but they are 36% of FXAIX while only 32% of FSKAX. With my heavy exposure to those same companies in TRBCX when I rebalanced last April I mostly just himmed and hawwed then split the difference haha
I thought about moving it over to FNCMX that tracks nasdaq for about half the fee and maybe rebalancing it so it was under 20% of my portfolio. When I went into TRBCX it just seemed like such a good time to buy tech but really didn't expect it to double the pace of everything else in the market and didn't have an exit strategy.
IMO it can be good to periodically rebalance your portfolio, especially if you have a long term target allocation in mind. But there should be a specific mechanical strategy you follow in order to reduce the impact of emotional investing (fear and greed) that often hampers returns. You could, for example, say you will rebalance every 12-18 months, and then do it on that date no matter what the markets are doing. You could also say that whenever your allocation is (say) 5% out of whack with your target, you rebalance. But I wouldn't do this on a gut feeling; if I wanted to keep my allocation within a range, I'd set up some rebalancing rules that are not governed by emotions or gut feelings. IMO, especially at a rather young age, it's about your comfort level. It's done fairly well so far, but the fee for TRBCX (0.70%) is too high, though if this is in a 401K your options may be limited.
It's really a question of how you feel our society will continue to use technology, and if it will continue to be profitable. TRBCX looks to be a blue chip ETF, so while it may be big with Microsoft and Nvidia right now, there's no guarantee it will stay like that. If other companies become bigger, they can replace smaller constituents in an ETF. If you feel strongly that our society is pretty dependent upon technology right now, it's probably a decent investment. If you want to have a less sector specific holding to diversify more, then sure a TDF could be one approach to that.
Does anyone have any insight into TRBCX? I currently have about 70k invested in it in my jobs 457 plan that takes pre tax money and puts it in there. My only concern is that it’s heavy in companies like Microsoft and Nvidia. I have about 30 years till I retire so I have a long outlook and can weather some bumps, but I’m wondering if I should just put it in a T Rowe target date fund (probably 2060 or 2065 to keep a higher exposure to stocks right now). This is an account where the money just goes into the fund and sits, I don’t really do any trading with it. I currently have about 70k invested in it in my jobs 457 plan that takes pre tax money and puts it in there. My only concern is that it’s heavy in companies like Microsoft and Nvidia. I have about 30 years till I retire so I have a long outlook and can weather some bumps, but I’m wondering if I should just put it in a T Rowe target date fund (probably 2060 or 2065 to keep a higher exposure to stocks right now). This is an account where the money just goes into the fund and sits, I don’t really do any trading with it.
Looks like about 7.59% ytd to me - [https://www.troweprice.com/personal-investing/tools/fund-research/TRBCX](https://www.troweprice.com/personal-investing/tools/fund-research/TRBCX) Perhaps you can call ML and have them explain what you are seeing. You may be looking at the effects of dollar cost average contributions - which is why dca is often recommended.
My employer goes through Merrill Lynch for my 401(k). The information I get about funds from ML looks incorrect and I'm not sure how I'm supposed to make informed decisions on fund allocation when I'm not getting accurate information about the performance of the various funds, or if I'm even reading the information right. For example, the T ROWE PRICE BLUE CHIP GROWTH FUND (TRBCX) according to what ML is telling me, has a total return for the last month of 2.11% and year-to-date of 14.05%. However, when I look up the fund and check MarketWatch, the chart is clearly showing that the fund is negative for the month at -6.09% and a year-to-date of just 7.59%. Are they even the same metrics and which am I to believe?
Hi, looking for feedback on my portfolio. These are my current allocations. I am considering adding BTC somewhere, not sure if I will put it in IRA or cash acct. I'm 38 and have reached a point where I'm not sure what to take for next steps. My only debt is my mortgage. My 401k and IRA are capped annually. I have been dumping all other savings (aside from a static emergency fund and short term savings) into SWPPX. I'm hoping someone can critique my current allocations and provide feedback. I'm also looking for advice on options to consider for my non tax advantaged investments. Non tax advantaged accts: SWPPX. I also have some random shares from cash holiday gifts and the like (msft, appl, nvda, cat, cost). I've never sold anything and owned all of these for several years. Not really sure how to manage taxes if I were to sell and reinvest for diversification or if its a good idea. Roth IRA: I take earnings and rebalance this based on my personal investment plan. 10% NVDA 5% CRWD 5% NLY 25% QQQM 50% AVUV. 401K (roth/traditional 50/50): This is rebalanced annually. 60% DOXGX (DODGX) 40% TRBCX
Focusing primarily on the expense ratio is a bad idea. I've noticed that a lot of people spend too much time on it while ignoring factors like total return and risk factors. I took a quick look at TRBCX - I personally would hold on to TRBCX. But that said - you mentioned that you plan to use this capital for a home in 2 years. Thats' generally considered a short time to be in equities. So if you really want to reduce your risk - you ought to consider rotating into a short duration fixed income product instead - something with a 2 year maturity that fits your time-frame.
Hi all, I'm a newb when it comes to investing. I'm 32yo living in the US and looking to make the most out of my investement towards a house in two years. About six years ago my uncle suggested I put some money into a mutual fund, which I did in TRBCX. Initial investment was $3k and now it has about $16k. It's been something I've just left there and now that I'm thinking about my future, I want to be more informed/smarter about my financials. I noticed the expense ration is 0.71%, which feels pretty high and I'm wondering if I should sell and purchase VOO or a similar index ETF with a lower expense ratio of 0.03%. I’m terrible at math so please correct me if this is a wrong calculation for ER. TRBCX is about $113 while VOO would be around $5. For context: over the past 10 years, TRBCX has outperformed VOO with an annualized return of 14.05%, while VOO has yielded a comparatively lower 12.94% annualized return. Given how TRBCX for the most part has been outperforming VOO, should I still keep it given the high expense ratio? Would appreciate any help on how best to calculate and understand the tradeoffs especially for other future decisions.
I rebalanced in early January with my ROTH and bought NVDA. Earlier I bought Bank of Mtl last Oct and made 22% on it. Then sold it 3 weeks ago and bought BITB a Bitcoin ETF. So far, my ROTH is up 30% since January mostly due to my AI and Bitcoin speculation play, so I traded a little bit and wisely. I have the belief we entered a "melt-up" and this is the early start of a bull market. With that attitude I made $, my start was low in the ROTH, but now I am no longer languishing by a "buy and hold' strategy where I held TRBCX and was flatlining from 2 years ago (it's up now by 10%, but 30% is better). As a 'rookie' with some economics background and a more global perspective than the average American, plus a willingness to look outside the box as I have no fear of looking silly to my "investment peers", I latched on to Phil Anderson. Look him up as I will not go into it on Reddit to be downvoted by the local big-heads (really, the small-heads). Again, I believe we are in a bull market and I certainly have been experiencing one - and it only just started. There's solid economic theory to back up the direction I follow.
My first option would be VIGAX since it's low cost and has grown aggressively over the past 5 years. I know past results aren't an indicator of future performance but still I could make use of that kinda growth. I am also eyeing QQQ / TRBCX but worried about the expense ratio. I wanna say I am gonna go into ESG funds but I feel they have lost steam in the past couple of years and I don't see them as a viable option in the long run. I still have to research the overlap in holdings and their weights between these funds.
If you have Schwab, why are you buying funds with such high expense ratios? SWPPX is 0.02% and SWLGX is 0.035%. The expense ratio may be lower in your 401k, but it is 0.71% for TRBCX in a non-401k account. Over the past 10 years, SWLGX has significantly outperformed TRBCX.
On my latest statement from my retirement fund, which only offers TRowe options unfortunately, the expense ratio is listed as 0.33. My employer may have access to products that are slightly different as it is a substantial institution. However, I also bought it with my independent Schwab account and there is no difference in % gains between the two. The product is AI heavy. Seems like AI is the way to go. TRBCX includes Invidia but I plan to buy that on its own and maybe a little AMD. Copper is a good bell-weather of the economy as it rises and falls with construction activity. Canadian banks are a good hedge. I recently made 20% on BMO only just since last October. Canadian banks weather recessions well as they are huge and conservative and ultimately backed by the government, and some say 2026 may auger some rocky times. Plus the exchange rate is very low even as the US dollar falls. I also plan to look into funds that collect the top Canadian banks.
Expense ratio: 0.71% That is way too high, you have better choices in any Vanguard funds > TRBCX
The gains I made this year only made up for the losses I had the year before. I expect more gains in 2024 and 2025. Watch for credit shenanigans in 2025 where loads of $ becomes available from banks to lend. Then everyone will say things can only go up forever. Once that starts, then it's time to exit the market. Stick with safe bets like BRK/B which is Warren Buffet's stock Berkshire Hathaway. I also invest in TRBCX which did very well in 2023 but only made up for past losses.
Does this explain why my 401k tanked 2.4 % yesterday? TRBCX which has Microsoft, Apple, Amazon, Google, FB, NVIDIA, visa, Mastercard, UH, which were all up. I was so mad.
Not a stock, but it is. TRBCX for me. I didn't really choose to buy it. It was in my 401k with my previous employer. Then when i rolled over my 401k , it stayed there and suddenly it went in the red and it has been in red for a year now. I bought more just to bring the share cost down but once it gets even i am selling that SOB. It is holding so much money
Honestly, my Roth is in the same boat. I've been maxing it out on January 1 every year since 2019 and my total return holding VTSAX/VTIAX/TRBCX is 11% in 4 years. So that's less than 3% annual return and negative if you factor in inflation.
Honestly I don’t see a point to most of these, and it would be more informative to see how you balance them. I’d get rid of the gimmicky dividend ETFs. FAXAIX and VOO are the same thing. TRBCX’s holdings are basically VOO but weighted more to big tech and has a higher expense ratio. The performance pretty much tracks VOO. So I’d get rid of TRBCX and put it into VOO. Then for your mid caps. Why do you have it? How are you utilizing it?
So many. XLA during the dotcom days. Lost like 2.5k EEENF during the penny stock craze of 2020. Lost like 7k TRBCX in and out with bad timing, over and over. Still up over all but down probably 60k from my ATH
Right now I would keep at the age of 50. TRBCX and roll everything into that, if that's your only option. maybe keep PRDSX but only 20% max of portfolio. Sell the rest. PRITX is bringing the whole thing down and really is not going to give back anything it took over the next couple years. Cut your losses.
Similarly aggressive I'd rather Zevenbergen Genea (ZVGNX), which is down significantly but still ahead of ARKK 1 yr/5 yr and has a better portfolio than ARKK does but definitely wouldn't have 30% in that. Maybe I'd say something like 5% in that. BGAFX would be another. NOPE is a nutty absolute return fund that has a lot of flexibility long/short but is incredibly volatile. It's up since starting in October, but there's been a drawdown of around 25% before a bounce, another of around -30% and then it was up about 78% from early December until later in the month before pulling back again. I'd rather PRHSX than ARKG. But these are things that are maybe 5% weightings imo. I'd have more allocation to something more "steady, high quality growth" like TRBCX
AGTHX, TRBCX. Avg return over life of the fund.
I am unaware of a specific "tool" that does what you want but my guess is that it might be a "pro" tool that costs a pretty penny to use. I disagree that the holdings info is not provided by either a website or prospectus. The website of the brokerage would be more up-to-date, of course. [https://www.troweprice.com/personal-investing/tools/fund-research/TRBCX#content-portfolio](https://www.troweprice.com/personal-investing/tools/fund-research/TRBCX#content-portfolio) ​ Half way down on the right are the holdings of this fund.
Actively managed, the list seems to get smaller every year. I particularly like Clearbridge Select, but that's a load fund. IMO good no load examples incl GQEPX, AKREX, TRBCX, PRHSX, OBIOX, FBGRX, PRWAX
I would say find a target fund (I personally am in the Fidelity 2055 Freedom Target Fund), a blue Chip ETF, or an index ETF. For blue Chip Growth ETF I use T. Rowe Price's Blue Chip Growth fund ($TRBCX). Good luck.
TRBCX is the T-Rowe Price Blue Chip Growth. I got into that right after everything tanked in 2020, and by the end of 2020 it had rebounded nicely.
21, currently have 50k in TRBCX, trying to shift my portfolio away from that (get away from higher expense ratios and diversify). thinking about starting off with 10k, 60% into VTI, 20% into VXUS, 20% into VB. thoughts?
I think i own $MSFT as part of my 401k, TRBCX fund. So I am losing money , is that correct, cause I see MSFT shitting now.
My 401(k) is through T Rowe Price and I have recently seen huge changes in 401(k) value that don't seem to correspond to any of the major indices or the individual stocks the funds hold. I contacted them through the portal, but they just said they can't comment on performance. Due to the magnitude and abruptness of the changes I think it's something like a stock split or rebalancing that didn't register correctly in the reporting and that what I'm seeing is data artifacts rather than actual major moves. Some of the specifics: \- I have PRSCX, RPMGX, TRBCX, and PRWAX in my 401(k). On 12/15 I saw the four funds had decreased by 0, 10, 10, and 20 percent in the previous 24 hours If you compare PRWAX with the S&P500 it is still showing the huge deviation at that date. \-a few weeks later the share prices hadn't rebounded, but my 401(k) balance seemed to have come back to within a reasonable range of what it was the beginning of December. I don't know how to show historical number of shares in my 401(k), but my guess was it was a one time quirk associated with a regularly scheduled rebalance. \- I was doing my budget check in today, and saw my 401(k) had declined by about twice what the price of the individual funds have since my last check in 8 days ago. \-My portfolio is set to automatically rebalance quarterly. My last rebalance was 12/10 which is shortly before the first big price decrease. Can anyone explain what I am seeing? I am very lost. Just FYI: I look at all of my finances pretty regularly to track my budget, track my net worth and rebalance things between my business and personal finances, so I'm not trying to time the market with my 401(k) or anything. I just want to understand what I'm seeing here.
Ideas on diversifying out of tech heavy funds. Have long term hold funds split between FCNTX and TRBCX. Both tech heavy and similar holdings. FCNTX is the higher expense ratio at 0.86% but has seen better returns. Are there any other long term holding funds that are not deeply infested into tech heavy names like Alphabet, Meta or Amazon.... Or just leave these and forgot?
Time in the market beats timing the market. I would put at least 70% of my portfolio into big blue chip growths. I would go with some thing like QQQ or TRBCX. This will offer you protection from recession as well as high growth opportunity.
Hello Homeless, get a job at a company with an 401k or 402b (non-profit company). Invest $400 a month with a company match. Invest in a 5 star mutual fund like T ROWE PRICE BLUE CHIP GROWTH FUND ( TRBCX), averaging 15% compound annual growth. In 40 years you’ll have $7,277,162.36 in you account (tax deferred). You will have mor because as you make more money you’ll have more to invest. The secret is to keep saving every month and let the money compound. Most plans have a borrowing option in case of an emergency. It’s a low interest loan.