To deliver results for you and your clients, we do the legwork.
Numbers tell only half the story. Our strategic investing approach demands going further to get the full story.
To deliver results for you and your clients, we do the legwork.
Numbers tell only half the story. Our strategic investing approach demands going further to get the full story.
Strategic investing has guided us since 1937.
We strive to deliver consistently better outcomes for our clients. Here's how we go further:
We delivered better returns in up and down markets.
Our 18 U.S. equity funds beat their benchmarks most of the time in both up and down markets (12/31/2000–12/31/2020).
Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. In addition to identifying promising investment opportunities, our strategic investing approach has helped us prudently manage risk for our clients’ investments.
It's about more than just higher returns.
Over a 20-year period from 2000 to 2020, our U.S. equity funds analyzed beat their benchmarks over 68% of the time in trailing five-year monthly rolling preiods when their designated benchmarks were positive.1 Perhaps more importantly, our funds helped investors limit losses better than the benchmark during that same period, outperforming over 90% of the time when benchmarks were down.
1 Results based on an analysis of T. Rowe Price’s active, diversified U.S. equity mutual funds (oldest share class). Index, sector, specialized, and institutional clones of our retail funds were excluded Funds with less than a 15-year track record were also excluded due to limited performance data availability. Of T. Rowe Price’s 26 diversified U.S. equity funds, 18 met the criteria for the analysis and are represented within. One of the 18 funds, the Capital Appreciation Fund, also has the ability to invest in fixed income assets but is primarily an equity portfolio and benchmarked to the S&P 500 Index. The funds included in the analysis represented almost 77% of total U.S. equity assets in the domestic and global equity mutual funds advised by the firm as of 12/31/20. Results for other time periods will differ. Past performance is no guarantee of future results.
All investments are subject to risk, including the possible loss of principal.
Put our strategic investing approach to work for your clients with our low-cost funds
An income fund for all market cycles.
- Invests in high quality large cap companies with a strong record of paying dividends or that are believed to be undervalued.
- Uses thorough, bottom-up fundamental evaluation to limit potential downside and volatility.
Broad international equity exposure.
- Seeks the best international equity investments.
- Large research team identifies companies that combine attractive fundamentals with valuations that are not recognized by the markets.
Strong conviction with a broad opportunity set.
- Explores all markets across all sectors for companies with potential for above-average results.
- Seeks to find upcoming market leaders with improving fundamentals.
A diversified cash alternative strategy.
- Invests in a diversified portfolio of shorter-term investment-grade corporate and government securities, asset-backed securities, and bank obligations.
- Seeks a high level of income consistent with minimal fluctuations in principal value and liquidity.
T. Rowe Price mutual funds are subject to ongoing management fees. See prospectus for details.
Here’s how we help you prepare for what’s ahead:
OUR APPROACH
The long-term benefits of our strategic investing approach
Recent studies show that the rigor of our independent research and the decision-making of our experienced portfolio managers has created value over the long term.
TARGET DATE SOLUTIONS
Our deep experience with how markets and investors behave helps us go further.
We combine our strategic investing approach with decades of data on investor behavior to create retirement solutions that have the potential to drive positive outcomes.
Important Information
1 As of 12/31/20
Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal.
Bond funds are subject to risk that if interest rates rise significantly from current levels, bond fund total returns will decline and may even turn negative in the short term.
Investing overseas involves special risks, including political uncertainty; unfavorable currency exchange rates; and to a lesser degree, market illiquidity. As with all mutual funds, these funds are subject to market risk, including possible loss of principal.