Latest news with #PaulGreene
Yahoo
23-05-2025
- Business
- Yahoo
Is T. Rowe Price Blue Chip Growth Fund (TRBCX) a Strong Mutual Fund Pick Right Now?
There are plenty of choices in the Large Cap Growth category, but where should you start your research? Well, one fund that might be worth investigating is T. Rowe Price Blue Chip Growth Fund (TRBCX). TRBCX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. We classify TRBCX in the Large Cap Growth category, an area rife with potential choices. Large Cap Growth funds invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. To be considered large-cap, companies must have a market cap over $10 billion. TRBCX is a part of the T. Rowe Price family of funds, a company based out of Baltimore, MD. The T. Rowe Price Blue Chip Growth Fund made its debut in June of 1993 and TRBCX has managed to accumulate roughly $32.17 billion in assets, as of the most recently available information. The fund is currently managed by Paul Greene who has been in charge of the fund since October of 2021. Of course, investors look for strong performance in funds. This fund in particular has delivered a 5-year annualized total return of 12.78%, and it sits in the bottom third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 15.63%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Over the past three years, TRBCX's standard deviation comes in at 19.74%, compared to the category average of 15.4%. The fund's standard deviation over the past 5 years is 20.16% compared to the category average of 16.34%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 1.13, so it is likely going to be more volatile than the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. TRBCX's 5-year performance has produced a negative alpha of -3.39, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Examining the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is primarily on equities that are traded in the United States. This fund is currently holding about 80.02% in stocks, which have an average market capitalization of $740.09 billion. The fund has the heaviest exposure to the following market sectors: Technology Retail Trade Finance Turnover is 15.7%, which means this fund makes fewer trades than comparable funds. As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, TRBCX is a no load fund. It has an expense ratio of 0.69% compared to the category average of 0.95%. So, TRBCX is actually cheaper than its peers from a cost perspective. Investors need to be aware that with this product, the minimum initial investment is $2,500; each subsequent investment needs to be at least $100. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, even with its comparatively weak performance, average downside risk, and lower fees, T. Rowe Price Blue Chip Growth Fund ( TRBCX ) has a high Zacks Mutual Fund rank, and therefore looks a great potential choice for investors right now. For additional information on the Large Cap Growth area of the mutual fund world, make sure to check out There, you can see more about the ranking process, and dive even deeper into TRBCX too for additional information. If you are more of a stock investor, make sure to also check out our Zacks Rank, and our full suite of tools we have available for novice and professional investors alike. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (TRBCX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
30-04-2025
- Entertainment
- Yahoo
Hallmark's May Movie Slate Features Stars From Bridgerton, The Bold Type and More — See Full Schedule
Hallmark Channel is springing into love with its May for Moms event, featuring the cable premieres of five new movies loaded with familiar faces. Some of those faces belong to Kathryn Drysdale (Bridgerton), Paul Greene (When Calls the Heart), McKenzie Westmore (Passions), Dan Jeannotte (The Bold Type), Sarah Power (Good Witch) and Hallmark vet Holly Robinson Peete. More from TVLine ABC Sets Summer Premiere Dates for Martin Short-Led Match Game Revival, Bachelor in Paradise and More - But Where's Claim to Fame? What to Watch in May: Your Guide to 130+ Premieres Across Broadcast, Cable and Streaming Matthew Gray Gubler's Einstein Delayed at CBS Until 2026-27 Season - Find Out Why As for the movies, we have Hats Off to Love, set in the high-stakes world of horse racing; Love in the Clouds, the story of a hot air balloon pilot whose career brings him up into the clouds while his love life remains stuck in the mud; Love on the Danube: Love Song, which sees a pair of cruise passengers setting up their widowed parents; Love on the Danube: Royal Getaway, a story about a woman scorned; and Love on the Danube: Kissing Stars, which follows a publicist working with a difficult celebrity client. Check out Hallmark's full May movie lineup below, then drop a comment and tell us what you'll be watching! Premiere Date: Saturday, May 3 at 8/7c Starring: Ginna Claire Mason (A Holiday Spectacular), John Clarence Stewart (Zoey's Extraordinary Playlist) and Holly Robinson Peete (21 Jump Street) Synopsis: 'Stella (Mason) designs hats and fascinators for socialite Rosalind (Robinson Peete) and meets her son Christian (Stewart) who's training a horse to compete in the Louisville Derby.' Premiere Date: Saturday, May 10 at 8/7c Starring: Paul Greene (When Calls the Heart), McKenzie Westmore (Passions), Gail O'Grady (Revenge) and Lorenzo Lamas (Falcon Crest) Synopsis: 'Reporter Brooklyn (Westmore) travels to the Balloon Fiesta to meet hot air balloon pilot Jared (Greene), who offers romantic balloon rides but is closed off to love himself.' Premiere Date: Saturday, May 17 at 8/7c Starring: Nazneen Contractor (Ransom) and Wes Brown (Deck the Halls) Synopsis: 'Fellow cruise passengers Sarah (Contractor) and Jack (Brown) play matchmaker with their music-loving widowed parents as they cruise down the Danube visiting European cities.' Premiere Date: Saturday, May 24 at 8/7c Starring: Starring Jessica Sipos (Chesapeake Shores) and Dan Jeannotte (The Bold Type) Synopsis: 'A jilted art gallery manager (Sipos) takes her honeymoon cruise solo and meets a charming prince (Jeannotte) posing as a European gentleman, who shares her passion for art.' Premiere Date: Saturday, May 31 at 8/7c Starring: Sarah Power (Good Witch), Brendan Penny (Chesapeake Shores), Kathryn Drysdale (Bridgerton) and Catherine Disher (Good Witch) Synopsis: 'Savannah (Power), a publicist, reluctantly works with Tripp (Penny), a celebrity who is having trouble connecting with his fans, aboard a cruise promoting his latest film.' Best of TVLine Yellowjackets Mysteries: An Up-to-Date List of the Series' Biggest Questions (and Answers?) The Emmys' Most Memorable Moments: Laughter, Tears, Historical Wins, 'The Big One' and More 'Missing' Shows, Found! The Latest on Severance, Holey Moley, Poker Face, YOU, Primo, Transplant and 25+ Others
