Modeling, managing, and messaging portfolio risk in a turbulent time

Modeling, managing, and messaging portfolio risk in a turbulent time

Blue Line


Balancing Risk and Reward

Watch our latest Portfolio Construction Workshop and earn CE credit.

T. Rowe Price Named 2022 Best U.S. Large Fund Family

Blue Line

Strategies to consider

Blue Line

Services that meet you where you are

Portfolio Construction Solutions

Elevate your practice with our custom solutions and hands-on guidance. Each program is supported by our global multi-asset expertise.

Client Loyalty

Strengthen client relationships and create new ones with empowering programs informed by proprietary research on the changing face of investing.

Retirement Wellness

Help clients balance the financial and nonfinancial aspects of a successful retirement. Our tools can help guide these important conversations.

Blue Line

Let's talk success.

Whether you're a broker-dealer, wealth manager or DCIO advisor, we have representatives all across the country who can answer your questions. And help position you for success.

Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal.  Please visit a fund's profile page for additional information on its performance, investment objective, strategies, and risks. 

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.


The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see The link to will cause you to leave T. Rowe Price's website and will redirect you to a website that is not an affiliated of T. Rowe Price.  T. Rowe Price assumes no responsibility for your or any other person's use this third-party website or any of its contents. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Winning funds over three years within the 20 largest classifications per award universe according to assets under management are awarded a trophy. Where appropriate, only funds domiciled in the respective country are taken into consideration for determining the largest classifications. All winning groups are awarded a trophy as well. The methodology for awarding trophies in regions is subject to change based on local market needs. However, all winners receive a certificate.

The Best Overall US Fund Group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above.  Large fund family groups with at least five equity, five bond, and three mixed-asset portfolios are eligible for an overall group award


Refinitiv Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for more than 40 years, Lipper provides unparalleled expertise and insight to the funds industry.


Tap to dismiss

Preferred Website

Do you want to go directly to the Financial Advisors/Intermediaries site when you visit ?