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.
We go beyond the numbers when analyzing companies, heading out in the field to interview top managers and observe operations first-hand.”
When presented with the opportunity to conduct research from a bicycle seat, our investment professionals don’t hesitate to go the extra mile.
Strategic investing has guided us since 1937.
We strive to deliver consistently better outcomes for our clients. Here's how we go further:
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.
- 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 diverse selection of global fixed income.
- Invests in a broad fixed income landscape, from developed to emerging markets.
- Global management team has the freedom to invest worldwide, opportunistically or defensively.
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
1 168 of our 368 mutual funds had a 10-year track record as of 9/30/20. (Includes all share classes and excludes funds used in insurance products.) 126 of these 168 funds (75%) beat their Lipper average for the 10-year period. 258 of 366 (70%), 251 of 360 (70%), and 185 of 262 (71%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 9/30/20, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
2 As of 12/31/19
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.
