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.

Icon

Cost-effectiveness provides fee flexibility.
 
 

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

Icon

Smooth transitions between investment vehicles.
 

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

Icon

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.

Collective Investment Trust Offerings

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.

Retirement Trusts

Designed to help support lifetime income through investments that are carefully diversified across a range of equities and fixed income asset classes, sectors, and regions.

Wyatt Lee, CFA
Kim DeDominicis
Andrew Jacobs Van Merlen, CFA

Target Trusts

Target Trusts seek the highest total return over time, consistent with an emphasis on both capital growth and income with greater emphasis on managing balance volatility.

Wyatt Lee, CFA
Kim DeDominicis
Andrew Jacobs Van Merlen, CFA

Retirement Blend Trusts

Designed to help support lifetime income through a mix of an average allocation of 60% passive and 40% active investments that are carefully diversified across a range of equities and fixed income asset classes, sectors, and regions.

Wyatt Lee, CFA
Kim DeDominicis
Andrew Jacobs Van Merlen, CFA

Stable Value Common Trust Fund

The stable value common trust fund is a conservative investment option that seeks to provide maximum current income while maintaining stability of principal.

Antonio Luna, CFA
Robert Madore
Benjamin Gugliotta, J.D., 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.

White Paper Thumbnail
CIT Participant White Paper

White paper for participants outlining features of a CIT.

Brochure Thumbnail
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.

Dismiss
Tap to dismiss