T. Rowe Price Growth Stock TR-Z Investment Overview

The T. Rowe Price Growth Stock TR-Z investment is a great option for those looking to invest in the stock market. It's a actively managed fund that aims to provide long-term growth by investing in a diversified portfolio of growth stocks.

This fund has a history of delivering strong returns, with a 10-year annualized return of 12.4%. The fund's investment strategy is focused on finding companies with strong growth potential and competitive advantages.

One of the key benefits of the T. Rowe Price Growth Stock TR-Z is its ability to adapt to changing market conditions. The fund's managers have the flexibility to adjust their investment approach as needed to maximize returns.

T. Rowe Price Growth Stock Z is an actively managed fund that focuses on long-term capital growth through investments in stocks.

The fund was launched in 2020, making it a relatively new option for investors.

It invests at least 80% of its net assets in the common stocks of a diversified group of growth companies.

Most of its assets are invested in U.S. common stocks, but it may also invest in foreign stocks to achieve its objective.

The fund is non-diversified, meaning it may invest a larger portion of its assets in a smaller number of companies.

T. Rowe Price Growth Stock TR-Z has a low expense ratio of 0.00%, which is 100% lower than its category average, earning it an A grade.

This low expense ratio is a significant advantage, as high annual expense ratios can reduce your rate of return and make it harder to overcome excessive fees.

The fund's expense ratio is also lower than the average for its category, making it a more cost-effective option for investors.

T. Rowe Price Growth Stock TR-Z has a portfolio turnover rate of 28%, which is lower than the average for the Large Growth category.

This lower turnover rate can help minimize expenses and maximize returns, making it a more attractive choice for investors.

In January 2025, the fund returned 2.5%, which earned it a grade of D, as the Large Growth category had an average return of 3.4%.

This performance may not be the strongest, but it's essential to consider the fund's overall track record and fees when making investment decisions.

The T. Rowe Price Growth Stock Fund, Inc. is the legal name of the fund, and it's part of the TROWEPRICE fund family.

The fund has an inception date of March 16, 2020, and its shares are denominated in USD. It's domiciled in the US, and its manager is Joseph Fath.

The T. Rowe Price Growth Stock Fund, Inc. is a fund with a specific investment approach.

The fund's legal name is T. Rowe Price Growth Stock Fund, Inc.

Its fund family name is TROWEPRICE.

The fund was established on March 16, 2020.

Here are the fund's details:

The distributions history of this fund is quite interesting. The largest distribution amount was $10.620, which was an ordinary dividend paid on December 14, 2021.

The fund has had a mix of ordinary dividends and capital gains over the years. In 2024, the fund paid out $0.223 in ordinary dividends and $6.994 in capital gains on December 12.

Here are the details of the distributions made by the fund over the years:

The fund has paid out capital gains in both short-term and long-term categories, with the largest long-term capital gain being $7.218 on December 12, 2024.

The t. rowe price growth stock tr-z has had its fair share of ups and downs. Its 1-year return of 27.0% ranks it 37.64% in its category.

Looking at the 3-year return, we see a more mixed picture. The return is 13.0%*, but ranks 65.44% in its category. This suggests that while the fund has been doing okay, it hasn't been the top performer in its category.

Here's a breakdown of the fund's returns over different time periods:

The fund's 2024 return of 22.5% is a bit lower than its 2023 return of 41.0%, which was a standout performer. However, it's worth noting that the fund's 2022 return of -41.6% was a significant drag on its overall performance.

T. Rowe Price Growth Stock TR-Z has a change in leadership on the horizon. Analyst Note states that manager Joe Fath will step down from his role at the end of September 2025.

The strategy will be taken over by Jim Stillwagon, who has a strong background in media and telecom research. He has managed T. Rowe Price Communications and Technology for nearly five years with good results.

Stillwagon has been an important contributor to the Growth Stock portfolio, covering key stocks featured in the portfolio. His ascension to sole manager will likely have a significant impact on the strategy's performance.

The strategy's Morningstar Medalist Rating is currently Under Review, indicating that it's being evaluated for potential changes in its rating.