Collective Investment Trusts (CITs)

A cost-effective alternative for qualified Retirement Plan Investors

Collective Investment Trusts (CITs)

A cost-effective alternative for qualified Retirement Plan Investors

DC plan sponsors seeking better outcomes for their participants and companies have a global leader by their side in T. Rowe Price

With our collective investment trusts (CITs), sponsors gain the advantages of the CIT vehicle, the edge our strategic investing approach can deliver, and the confidence that comes from working with an industry leader who has been offering CITs since 1984.

T. Rowe Price Trust Company has offered CITs for 36+ years

Understanding our clients’ unique needs helps us deliver the right solutions.

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Cost-effectiveness provides fee flexibility.
 
 

Reduced administrative and marketing burden for the trusts may result in lower fees for the plan, including additional flexibility with pricing based on plan size.

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Smooth transitions between investment vehicles.
 

Existing clients who invest in our CITs know we have an excellent track record of providing a smooth experience from other investment vehicles into our CITs.

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Information at your fingertips.
 
 

Plan sponsors have easy access to trust information including Strategy Highlights, Fact Sheets, and Portfolio Manager Commentary. CITs are traded daily and with daily valuation, which increases flexibility and transparency.

Our Collective Investment Trust Offerings

Blue Chip Growth Trust

The Trust seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective. Broadly diversify sector exposure to minimize volatility.

Paul Greene, II

Growth Stock Trust

The Trust seeks long-term growth of capital and, secondarily, increasing dividend income by investing primarily in common stocks of well-established growth companies.

Joseph Fath

Large-Cap Growth Trust

The Trust seeks to provide long-term capital appreciation through investments in common stocks of growth companies.

Taymour Tamaddon, CFA

Explore Our CIT Literature

Understanding our clients’ unique needs helps us deliver the right solutions—making it easy for plan sponsors to make smart, prudent decisions that better position their employees for retirement success.

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CIT Participant White Paper

White paper for participants outlining features of a CIT.

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CIT Plan Sponsor White Paper

White paper for plan sponsors outlining features of a CIT.

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CIT Brochure

In-depth analysis and insights to inform your decision making.

Contact Us

Defined Contribution Investment Only

We would be pleased to discuss our solutions, products, and capabilities with you. Speak to one of our DCIO sales consultants to learn more about CITs and, more specifically, about which T. Rowe Price CITs may be suitable.

1-800-371-4613
 

T. Rowe Price collective investment trusts (CITs) are not mutual funds. They are collective investment trusts established by T. Rowe Price Trust Company under Maryland banking law, and their units are exempt from registration under the Securities Act of 1933. Investments in the CITs are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies or T. Rowe Price Trust Company and are subject to investment risks, including possible loss of principal. The CITs are available only to certain types of retirement plans.

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