The Top 5 Actively Managed Dividend Funds

Barron's Mutual Fund Profile

Tom Huber

Tom Huber,
Portfolio Manager, Dividend Growth Fund

Key Article Highlights

  •  Barron’s recently ranked and profiled the five top-performing actively managed dividend-focused equity funds, over the past five years.*
  • A top active performer is the $10 billion T. Rowe Price Dividend Growth fund (PRDGX), whose five-year annual return is 10.81% as of 2/28/19.**

**Current performance may be higher or lower than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most recent month-end performance, please visit our website or contact a T. Rowe Price representative at 1-877-804-2315. The average annual total return figures include changes in principal value, reinvested dividends, and capital gain distributions.

Click here to view the Dividend Growth Fund Factsheet for the most recent performance data.

 

Opening Quote The fund’s approach is straightforward, focusing mostly 'on dividend-paying firms that are financially healthy enough to sustain and grow their payouts,' according to Morningstar. Closing Quote

*As of Feb. 28. Morningstar defines a 12-month yield as the sum of a fund's trailing 12-month interest and dividend payments divided by the last month's ending share price plus any capital gains distributed over the same period. Source: Morningstar

Important Information

Download a prospectus.

This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action.

The views contained herein are those of the authors as of March 2019 and are subject to change without notice; these views may differ from those of other T. Rowe Price associates.

This information is not intended to reflect a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services. The opinions and commentary provided do not take into account the investment objectives or financial situation of any particular investor or class of investor. Investors will need to consider their own circumstances before making an investment decision.

Information contained herein is based upon sources we consider to be reliable; we do not, however, guarantee its accuracy.

Past performance is not a reliable indicator of future performance. All investments are subject to market risk, including the possible loss of principal. Dividends are not guaranteed and are subject to change.

T. Rowe Price Investment Services, Inc.

© 2019 T. Rowe Price. All rights reserved. T. Rowe Price, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc.

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