Markets shift, but the future your clients imagine doesn’t have to.
Markets shift, but the future your clients imagine doesn’t have to.
We delivered better returns in up and down markets.
Our strategic investing approach strives to deliver better outcomes for clients. Here’s how we do it:
Low-cost strategies backed by our strategic investing approach:
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.
Diversification benefits in a single fund.
- Seeks to provide diversification, consistent returns, and capital preservation over time helping investors to build a complete and balanced portfolio.
- Provides exposure to sources of return that have been uncorrelated to both equity and fixed income markets.
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.
Retirement.
Meet your match.
Our target date solutions are designed to help investors reach their retirement goals—whatever they happen to be.
Retirement.
Meet your match.
Our target date solutions are designed to help investors reach their retirement goals—whatever they happen to be.
Important Information
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 25 diversified U.S. equity funds, 17 met the criteria for the analysis and are represented within. One of the 17 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 over 75% of total U.S. equity assets in the domestic and global equity mutual funds advised by the firm as of 3/31/2022. 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.
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.
Diversification cannot assure a profit or protect against loss in a declining market.
