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T. Rowe Price Blue Chip Growth Trust (Class T2)

AS OF 2025-12-31
INVESTMENT STRATEGY:

The Trust seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective. It gives investors a low-cost way to invest in "blue chip" companies that enjoy strong market positions, seasoned management teams, solid financial conditions, and above-average earnings growth and profitability.

Fund Category:
Stock

PORTFOLIO DETAILS

Inception Date 2009-09-30
Gross Expense Ratiof1 (%) 0.45
Net Expense Ratiof1 (%) 0.45

Average Annual Total Returns %

As of 2025-12-31
T. Rowe Price Blue Chip Growth Trust
YTD 19.05
1 Year 19.05
3 Year 34.46
5 Year 12.10
10 Year 15.94
Since Inception
S&P 500 Indexi47
YTD 17.88
1 Year 17.88
3 Year 23.01
5 Year 14.42
10 Year 14.82
Since Inception --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.
  YTD 1 Year 3 Year 5 Year 10 Year Since Inception
T. Rowe Price Blue Chip Growth Trust 19.05 19.05 34.46 12.10 15.94 --
S&P 500 Indexi47 17.88 17.88 23.01 14.42 14.82 --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.

Key Statistics

Turnover Ratio (%) (annualized) 13

Principal Risks

Principal Risks include: Collective Funds, Equity Securities and Large Cap. See disclosure for details.

Collective Funds The fund is a collective investment fund and is privately offered. Therefore information on this investment is not available in local publications.

Equity Securities The value of equity securities, which include common, preferred, and convertible preferred stocks, will fluctuate based on changes in their issuers' financial conditions, as well as overall market and economic conditions, and can decline in the event of deteriorating issuer, market, or economic conditions.

Large Cap Concentrating assets in large-capitalization stocks may subject the portfolio to the risk that those stocks underperform other capitalizations or the market as a whole. Large-cap companies may be unable to respond as quickly as small- and mid-cap companies can to new competitive pressures and may lack the growth potential of those securities. Historically, large-cap companies do not recover as quickly as smaller companies do from market declines.

Important Notes

Other:

f1. The Gross Expense Ratio does not include fee waivers or expense reimbursements which result in lower actual cost to the investor. The Net Expense Ratio represents the effect of a fee waiver and/or expense reimbursement and is subject to change.

Marketing support services are provided by John Hancock Distributors LLC.

Index Description:

i47. S&P 500 Index is a market capitalization-weighted index, composed of 500 widely-held common stocks. This index is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large-cap universe. An investment cannot be made directly into an index.