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 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 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.
The fund invests at least two-thirds of total assets in equity and equity-related securities of companies that are either incorporated in the United States of America or conduct most of their business there and that have a market capitalisation equal to or greater than the companies in the Russell 1000 Index. Types of securities may include common stocks, preferred stocks, warrants, American Depository Receipts, European Depository Receipts and Global Depository Receipts. The fund does not invest more than one-third of its assets in debt and money market securities. The fund may use derivatives for hedging and efficient portfolio management.
Rank 1466/1880 Total Return
Rank 227/1880 Standard Deviation
Rank 1007/1880 Max Drawdown
|1466||T Rowe US Large Cap Value Equity I USD||USD||
|1466||Wilshire Large Company Value Portfolio;Investment||USD||
|1468||St James's Place North American L Acc||USD||
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|226||Caja Ingenieros Bolsa USA A, FI||USD||
|227||T Rowe US Large Cap Value Equity I USD||USD||
|227||Northern Large Cap Value Fund||USD||
|227||Eaton Vance Atlanta Capital Select Equity Fund;I||USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date27/03/2002
- Share Class size312Mn
- Base currencyUSD
- Min. initial investment3Mn
- Min. regular additional investment500,000
- Annual management0.65%
- Initial investment0.00%