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T Rowe Price Institutional Large-Cap Value Fund

Ranked 1305 out of 1880 in - US over 12 months
All calculations are in USD unless stated

Managed by

Mark Finn

Mark S. Finn currently manages US equity funds for T. Rowe Price where he has been working for more than 20 years. Prior to joining it in 1990, he worked at Price Waterhouse Cooper during five years developing roles like controller, equity and credit analyst and finally portfolio manager. Mark holds a bachelor of science from the University of Delaware and he is also certified public accountant and CFA charterholder.

John D Linehan

John D. Linehan holds a BA degree from Amherst College in Massachusetts and an MBA from Stanford University. He is currently vice president and portfolio manager in the equity division at T. Rowe Price Associates, having joined the company in 1998. Prior to this he gained nine years of investment experience working for Bankers Trust and E.T. Petroleum. John is a Chartered Financial Analyst.

Heather K. McPherson

Heather McPherson is a co-portfolio manager and analyst at T. Rowe Price based in Baltimore. She joined the firm in 2002 and prior to this, she was an analyst at Salomon Smith Barney. Currently, Heather deals in North American equity, using a value investment style. She graduated with a BSc in Managerial Economics from the University of California-Davis and an MBA from Duke University, the Fuqua School of Business.

Objective

The Fund seeks to provide long-term capital appreciation and secondarily income. The Fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in securities of large-cap companies that the portfolio manager regards as undervalued.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 30/11/2017 - 30/11/2018
  • Rank 1305/1880 Total Return
  • Rank 248/1880 Standard Deviation
  • Rank 430/1880 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 1.9% 4.2%
2017 16.8% 4.2% 2.5% 3.6% 5.5%
2016 16.2% 1.5% 3.9% 4.5% 5.4%
2015 -3.3% -0.3% -0.9% -9.1% 7.7%
2014 13.1% 2.6% 5.5% 0.2% 4.4%
2013 34.0% 11.7% 4.4% 4.6% 9.9%
2012 17.9% 10.4% -3.5% 8.3% 2.0%
2011 -1.2% 6.4% -0.6% -17.5% 13.3%
2010 13.3% 5.4% -11.6% 10.0% 10.6%
2009 28.1% -13.0% 20.2% 16.7% 5.0%
2008 -36.2% -8.3% -3.1% -5.8% -23.8%
2007 1.8% -0.1% 7.7% -1.1% -4.4%
2006 20.9% 5.1% 0.5% 6.0% 8.0%
2005 4.8% -1.2% 0.6% 3.2% 2.1%
2004 16.1% 2.8% 2.1% 1.1% 9.4%
2003 29.7% -6.3% 20.3% 1.6% 13.2%
2002 -14.6% 4.8% -10.0% -18.9% 11.6%
2001 4.4% 1.2% 5.7% -10.2% 8.8%
2000 -1.0% 5.7% 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/03/2000
  • Share Class size3,457Mn
  • Base currencyUSD
  • ISIN US45775L2007

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Related News

Veteran income investor to step down from fund management

T Rowe Price announces rejigged portfolio line-ups as current CIO plans to call time on 30-year stint as an active manager.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).