Investment capabilities
Investments built for client needs
We partner with clients to understand their needs. By designing each of our portfolios to meet specific investment objectives, we help clients navigate change in an evolving world.
Our investment capabilities harness the power of our research to meet a full range of client needs, never losing sight of our ultimate goal: to deliver better outcomes.
Retirement Solutions
Wherever you are on your retirement savings journey, we have the products, planning tools, and dedicated support to help you feel confident in your retirement.
General Investing Solutions
Invest for your short- and long-term goals with investments that put your money to work and offer flexible access whenever you need it.
Financial Advice Solutions
Take advantage of our advice solutions to work toward building a more secure financial future.
College Savings Plans
Save for your child’s future education with a tax-advantaged 529 College Savings Plan. For over 20 years, we’ve managed three 529 plans that have helped families like yours save for a brighter future.
Our products are offered in investment vehicles that cater to the diverse needs and preferences of our clients.
Mutual Funds
Diversify your portfolio with our selection of more than 150 professionally managed, no-load mutual funds designed to help meet your financial goals.
Exchange-Traded Funds (ETFs)
Pair the diversification familiar to mutual funds with the potential for greater cost effectiveness through our lineup of Active ETFs.
More return. More often. See the T. Rowe Price difference.
See how T. Rowe Price performance measured up against passive investments.
Leadership to guide clients through any market environment
See how curiosity can guide your investments
Explore market insights
We’re asking better questions to help give you a full view of what’s ahead, what’s important, and how our investing teams are responding now—so you have the full picture.
Learn more about T. Rowe Price
Learn more about our firm and the benefits of partnering with us to help you thrive in an evolving world.
Important Information
All data as of December 31, 2025 unless otherwise stated.
For more information on the methodology of this analysis, please visit troweprice.com/complete-performance-study.
Past performance is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Passive investing may lag the performance of actively managed peers as holdings are not reallocated based on changes in market conditions or outlooks on specific securities.
Analysis by T. Rowe Price. Comparable passive funds are (1) mutual funds and exchange-traded funds (ETFs) classified as an "index fund" in the Morningstar Direct database and (2) in the same Morningstar category as the active funds being analyzed. All Active Managers represents the actively managed (non-"index fund") mutual funds and ETFs in the Morningstar Direct database, excluding those managed by T. Rowe Price. The performance of the T. Rowe Price active funds and the All Active Managers funds were compared against the comparable passive funds using 10- year rolling monthly periods from 1/1/05 to 12/31/24. The analysis was conducted at the Morningstar category level analyzing all open-end funds and ETFs within U.S. Morningstar categories where passive funds are present. Oldest share class returns are used for analysis. Money market funds are excluded from the analysis.
1115 funds covering 9,303 rolling 10-year periods.
2579 funds covering 48,375 rolling 10-year periods. The active assets under management (AUM) as of 12/31/24 across all funds considered in the analysis are aggregated and those funds offered at any point in the analysis period by the largest five active fund managers by AUM, identified by Morningstar, other than T. Rowe Price are grouped together here. Source: Morningstar.
35,562 funds covering 393,259 rolling 10-year periods, excluding T. Rowe Price.
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