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T Rowe Price US Equity Fund
T Rowe Price US Equity Fund
T. Rowe Price
T Rowe Price US Equity Fund
Price
 
Ranking
Sector: USA-Equity-General
Size: -
 
Sector Rank: 3 out of 16
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 23 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R30 149 at 30 Nov 2024
(14.66% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R249 634 at 30 Nov 2024
(20.39% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The fund is actively managed and invests mainly in a diversified portfolio of shares of companies in the United States. Although the fund does not have sustainable investment as an objective, the promotion of environmental and/or social characteristics is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments, as defined by the SFDR. In addition to the E/S characteristics promoted, the fund also applies the investment manager's proprietary responsible screen (the T. Rowe Price Responsible Exclusion List). The fund may use derivatives for hedging and efficient portfolio management. For full investment objective and policy details refer to the prospectus. The manager is not constrained by the fund's benchmark.
 
Technical Overview
Benchmark: S&P 500 Index
Base currency: USD Formation date: 26 Jun 2009
 

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