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T. Rowe Price Institutional Large Cap Core Growth Fund: (MF: TPLGX)

(NASDAQ Mutual Funds) As of Jan 20, 2018 10:06 PM ET

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$40.36 USD

+0.18 (0.45%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 36.49 1
3 months 7.01 23
6 months 14.43 5
1 Year 36.50 1
3 Year 15.40 1
5 Year 18.90 1
10 Year 10.55 3

* Annual for three years and beyond.

Zacks Premium Research for TPLGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 35.32
% Yield 0.17
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 2,803.00
%Turnover 12/31/2017 42.00

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.05 1.05
Alpha 3.28 2.24 1.75
R Squared 0.75 0.73 0.87
Std. Dev. 12.19 11.63 17.03
Sharpe 1.29 1.66 1.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
Technology 48.68
Finance 19.14
Health 9.35
Retail Trade 7.40
Non-Durable 6.12
Industrial Cyclical 4.91
Other 2.37
Services 1.49
Consumer Durables 0.44
Utilities 0.10

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
AMAZON.COM INC 7.74 219.19
FACEBOOK INC 5.50 155.59
ALPHABET INC 4.19 118.58
PRICELINE.COM INC 4.07 115.34
MICROSOFT CORP 3.95 111.97
ALIBABA GROUP HOLDING LTD 3.86 109.36
VISA INC 3.26 92.31
MASTERCARD INC 2.68 75.75
UNITEDHEALTH GROUP INC 2.66 75.21

Stock Holding % of Net Assets

As Of 9/30/2017
Total Issues 123
Avg. P/E 32.63
Avg. P/Book 4.64
Avg. EPS Growth 15.08
Avg. Market Value (Mil $) 214,782

Allocation

% of Portfolio
Large Growth 83.67
Large Value 0.00
Small Growth 0.00
Small Value 5.73
Foreign Stock 0.00
Emerging Market 4.66
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00