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.

It's about more than just higher returns.

Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. Over a 20-year period from 2001 to 2021, our U.S. equity funds analyzed beat their benchmarks over 70% of the time in trailing five-year monthly rolling periods 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.

Strategic Investing Equity Pie Chart

Our 17 U.S. equity funds beat their benchmarks most of the time in both up and down markets (6/30/2001–6/30/2021).

Past performance is no guarantee of future results.

View more performance information

Our strategic investing approach strives to deliver better outcomes for clients. Here’s how we do it:

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Deep Experience

Skilled portfolio managers leverage our firm’s size, resources, and rigorous proprietary research to go deeper—so your clients can feel more confident about their investments.

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Forward-Looking

We assess when to move with the crowd and when to move against it. We strive to anticipate disruption before it happens or quickly change our approach once it occurs.

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Prudent Risk Management

We manage risk and seek to maximize value over longer time horizons—reacting to geopolitical, market, and economic factors opportunistically or defensively.

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Rigorous Research

Our investment professionals don’t just sit behind their screens, they go out into the field to get the answers they need on the markets and the companies within them.

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.

Contact Us
Broker-Dealer

877.561.7670

RIA, Regional Banks, & National Banks

877.561.7670

DCIO

800.371.4613

Variable Annunity

855.829.5343

Important Information

As of 12/31/20. 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 6/30/21. 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.

Download a prospectus.

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