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T. Rowe Price U.S. Equity Research Fund (PCUZX)

52.87
-1.20
(-2.22%)
As of 8:06:57 AM EDT. Market Open.
Loading Chart for PCUZX
  • Previous Close 54.07
  • YTD Return -4.76%
  • Expense Ratio 0.00%
  • Category Large Blend
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 13.07B
  • Beta (5Y Monthly) 1.01
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 47.00%
  • Last Dividend 0.70
  • Inception Date Nov 23, 2021

The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard & Poor's 500 Stock Index® (S&P 500 Index). While the majority of assets will be invested in large-capitalization U.S. common stocks, the fund may have small- and mid-capitalization and foreign exposure in keeping with fund objectives.

T. Rowe Price

Fund Family

Large Blend

Fund Category

13.07B

Net Assets

2021-11-23

Inception Date

Performance Overview: PCUZX

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Trailing returns as of 4/15/2025. Category is Large Blend.

YTD Return

PCUZX
4.76%
Category
5.31%
 

1-Year Return

PCUZX
8.29%
Category
20.31%
 

3-Year Return

PCUZX
10.49%
Category
6.48%
 

5-Year Return

PCUZX
19.73%
Category
11.78%
 

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Holdings: PCUZX

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Sector Weightings

SectorPCUZX
Technology   31.68%
Healthcare   11.41%
Industrials   6.88%
Energy   3.79%
Utilities   2.75%
Real Estate   2.19%

Recent News: PCUZX

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Research Reports: PCUZX

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