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TD U.S. Blue Chip Equity Investor Series

Ranked 20 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Larry J Puglia

Larry Puglia was born in Waynesburg, Pennsylvania in 1960. He attended the Darden Graduate School of Business Administration where he gained an MBA degree. Larry started his career with T Rowe Price in July 1990 and has been managing funds for over 17 years. He uses a fundamental, bottom-up investment process. Larry is a Chartered Financial Analyst and a Certified Public Accountant. Outside of fund management he enjoys golf, running, cycling, skiing and music.

Objective

The fundamental investment objective is to achieve long- term capital growth by investing primarily in common stocks of large and medium- sized blue chip companies located in the United States which are well established in their respective industries with the potential for above average growth. Current income is also an objective, as many of the stocks in the Fund's portfolio are expected to pay dividends. The sub-adviser seeks to achieve the Funds fundamental investment objective by investing at least 65% of total assets in the common stocks of large and medium-sized U.S. blue chip growth companies.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.6% 7.7% 6.1%
2016 -1.3% -5.7% -1.5% 7.2% -0.9%
2015 9.1% 5.5% 0.1% -5.9% 9.8%
2014 7.1% -1.5% 3.8% 1.2% 3.5%
2013 38.4% 7.6% 2.7% 11.9% 11.9%
2012 16.2% 18.0% -5.8% 5.9% -1.2%
2011 -0.8% 4.8% 0.5% -13.5% 8.9%
2010 14.2% 4.1% -12.7% 13.2% 11.0%
2009 39.6% -1.1% 16.9% 12.8% 7.1%
2008 -43.8% -12.9% 1.1% -14.7% -25.2%
2007 10.8% -0.2% 8.0% 4.9% -2.1%
2006 7.6% 2.3% -4.6% 4.2% 5.7%
2005 4.0% -5.6% 3.2% 2.8% 3.7%
2004 6.9% 1.0% 0.9% -3.6% 8.9%
2003 27.4% -1.7% 15.0% 1.5% 11.1%
2002 -25.6% -1.8% -16.1% -14.9% 6.2%
2001 -15.9% -17.4% 7.5% -16.3% 13.1%
2000 -4.4% 5.6% 0.1% 0.5% -10.0%
1999 17.5% 3.3% 5.2% -6.8% 16.0%
1998 25.9% 13.2% 2.9% -12.6% 23.7%
1997 25.0% -0.4% 14.6% 6.9% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date31/10/1996
  • Share Class size2,931Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25

Charges

  • Annual management1.85%
  • Initial investment0

Related News

T. Rowe’s Larry Puglia: stocks can thrive as interest rates rise

T. Rowe's large cap star highlights that rising interest rates could be a positive for stocks.

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