Strategy
Investment Approach
- Leverage the sophisticated research capabilities of T. Rowe Price.
- Combine fundamental research with highly structured portfolio construction to isolate stock selection skills.
- A team of industry-focused T. Rowe Price analysts is responsible for selecting stocks for the fund, subject to the oversight and discretion of the portfolio managers who work closely with the analysts.
- Approximately 30+ analysts are allocated capital in proportion to the weight of the stocks they follow within the S&P 500 Index.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
For investors seeking an equity investment with a risk profile and expected returns slightly greater than the S&P 500 that provides potential for long-term capital growth with some dividend income.