MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a return consisting of both income and capital growth, which, after all fees and expenses, exceeds that of the Russell 1000 TR Index over the medium to long term (defined as 5 to 10 years).

Fund Managers

Jeffrey Rottinghaus

Jeff Rottinghaus has 14 years of investment experience, 13 of which have been with T. Rowe Price. Prior to joining the firm in 2001, he was a financial consultant with Ernst & Young as well as a former part owner of the software consulting firm Kelly-Levey & Associates. Jeff is a portfolio manager in the US Equity Division of T. Rowe Price, President of the US Large-Cap Core Equity and Growth & Income Equity Strategies and Chairman of the strategies' Investment Advisory Committees. He is also a Vice President of T. Rowe Price Group, Inc. Jeff earned a B.S. in business administration from Bowling Green State University and an M.B.A. from the University of Pennsylvania, The Wharton School. He is also a certified public accountant.

David Rowlett

David Rowlett has 17 years of investment experience, 11 of which have been with T. Rowe Price. He has served as an associate portfolio manager for the US Large Cap Growth Equity strategy for more than 5 years.