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82% of clients are eager to consult with a financial professional about optimizing their Social Security benefits. Seamlessly integrate research-based Social Security guidance into your practice with SSAnalyzer.1
Let's build a confident practice together. Discover investment expertise built on a foundation of active management that investors trust with $1.61 trillion across asset classes.*
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Clients expect expert Social Security advice and—let’s face it—Social Security impacts women the most. Discover insights and strategies to help you guide your clients with confidence.
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An unprecedented streak of performance
The Capital Appreciation Fund, under the helm of David Giroux, has beaten its Morningstar category average for 17 straight years—a record for any U.S. equity or multi-asset fund.2
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Capital Appreciation Fund
The fund seeks long-term capital appreciation by investing primarily in common stocks. It may also hold fixed income and other securities to help preserve principal value.
Small-Mid Cap ETF
The fund seeks to provide long-term capital growth.
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Important Information
*As of December 31, 2024. Firmwide Assets Under Management includes assets managed by T. Rowe Price Associates, Inc., and its investment advisory affliciates.
1 SSAnalyzer is the #1 Ranked Social Security software by T3/lnside Information Software Survey March 2023. Statistic cited from The Nationwide Retirement Institute® 2023 Social Security Survey, August 2023.
2 As of December 31, 2024. Based upon a T. Rowe Price analysis of calendar year returns for all equity and multi-asset funds domiciled in the U.S. with greater than or equal to 17 consecutive years of beating their Morningstar peer group average while under the management of the same portfolio manager. The Morningstar Category system was introduced in 1996, but it includes funds that began operations earlier. The Capital Appreciation Fund is in Morningstar’s Moderate Allocation Category. Analysis excludes any portfolios managed by David Giroux in the same manner as the Capital Appreciation strategy.
Risk Considerations: All investments are subject to market risk, including the possible loss of principal. Fixed-income securities are subject to credit risk, liquidity risk, call risk, and interest-rate risk. As interest rates rise, bond prices generally fall. International investments can be riskier than U.S. investments. Please visit an investment's profile page for additional information on its performance, investment objective, strategies, and risks. Past performance cannot guarantee future results.
Capital Appreciation Fund: The fund is subject to the inherent volatility of common stock investing. The value approach carries the risk that the market will not recognize a security's intrinsic value for a long time or that a stock judged to be undervalued may actually be appropriately priced. Because of the fund's fixed-income holdings or cash position, it may not keep pace in a rapidly rising market.
ETFs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions, which will reduce returns.
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