The Fund’s objective is to provide superior long-term, risk-adjusted returns relative to the Russell 1000 Growth Net 30% Index by investing primarily in a diversified portfolio of the equity securities of large US companies.
The fund provides exposure to large cap, high growth companies in the US. It is managed by a team of high calibre portfolio managers with deep investment experience. T. Rowe Price, as a firm, has been managing US large cap growth strategies for more than 60 years.
The team of four portfolio managers is led by Taymour Tamaddon, who has been managing this fund since 2017 when his predecessor was tapped to become group CIO. The team is supported by the strong network of T Rowe Price equity analysts and portfolio managers.
Targets consistent excess returns over a full market cycle through bottom-up, fundamental stock selection. Focuses on downside risk mitigation by prioritizing companies with resilient earnings, strong balance sheets, and high returns on equity. May experience relative underperformance during speculative or low-quality market rallies due to its structural overweight to quality assets.
Follows a clearly defined investment process based on fundamental research and active bottom-up stock selection. The team searches the universe of companies with market cap greater than USD 8 billion to identify candidates with EPS growth higher than 10%. After conducting deep dive analyses on the short-list of companies, the team constructs a portfolio with 60 to 75 holdings, and with weights reflecting the conviction, the ESG profile, and other fundamentals and risk factors of each security.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Investors should bear in mind that the strategy has a strong growth tilt and is focused on the US large cap universe. Given its focus on rapidly growing companies, the fund could lag the Russell 1000 Growth Index when mega cap stocks exhibiting below-average earnings growth dramatically outperform, as the mega-caps tend to have an outsized impact on the index’s return.. Given the relatively high-risk and high-return nature of this strategy that rides on a long-term investment horizon, the fund may be best utilised as a satellite allocation to complement a diversified global core portfolio.
Daily data. Returns as of 24 Oct 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | -3.3% | -4.3% | -6.9% | 13.9% | 7.6% | -3.3% | -0.6% | 3.2% | 3.0% | - | - | - |
| 2025 | 15.9% | 3.5% | -5.3% | -8.8% | 1.1% | 10.2% | 6.4% | 3.2% | 0.5% | 3.0% | 5.0% | -2.8% | 0.4% |
| 2024 | 31.3% | 4.3% | 5.1% | 2.2% | -2.8% | 2.7% | 7.8% | -2.3% | 2.9% | 1.3% | 1.1% | 6.4% | -0.9% |
| 2023 | 48.6% | 8.3% | -0.6% | 6.4% | 2.6% | 6.4% | 5.4% | 3.6% | 0.7% | -4.7% | -1.7% | 10.3% | 4.8% |
| 2022 | -35.3% | -11.7% | -3.1% | 4.0% | -11.2% | -7.6% | -8.4% | 12.8% | -3.0% | -9.2% | 3.4% | -0.8% | -5.0% |
| Load more | 5 of 24 | ||||||||||||
| NVIDIA Corp | 9.72% |
| Advanced Micro Devices Inc | 9.56% |
| Alphabet Inc Class A | 9.54% |
| Apple Inc | 5.02% |
| Broadcom Inc | 5.00% |
| Microsoft Corp | 4.69% |
| Meta Platforms Inc Class A | 3.64% |
| Mastercard Inc Class A | 2.76% |
| Eli Lilly and Co | 2.36% |
| Visa Inc Class A | 2.21% |

Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.
This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.
Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.
This advertisement has not been reviewed by the Monetary Authority of Singapore.