STRATEGIC INVESTING

THE FULL STORY
DEMANDS GOING
BEYOND THE NUMBERS.

Prefer to talk? Call 1-866-542-8182

 

Strategic investing has guided us since 1937.

Learn how our time-tested approach guides our investment decisions and helps us anticipate and plan for the future.

See how our investment professionals seek to uncover more opportunities.

man with orange hard hat standing in front of trash

Put our strategic investing approach to work for you.

Choose from a range of low-cost funds

No matter your goals, you’ll find mutual funds covering nearly every asset class. Or choose from age-based solutions designed with retirement savings and future withdrawals in mind.

Our team of experienced portfolio managers strive to deliver consistent, competitive performance at a low cost--so more of your money can go to work for you. 

All mutual funds are subject to market risk, including possible loss of principal.

1Figures shown are as of 12/31/2023 and are subject to change. Assets Under Management (AUM) includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

2113 of our 298 mutual funds had a 10-year track record as of 12/31/2023 (includes Investor Class and I Class Shares). 85 of these 113 funds (75%) beat their Lipper average for the 10-year period. 206 of 294 (70%), 162 of 263 (62%), and 169 of 245 (69%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 12/31/2023, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)

3Investment professionals as of 12/31/2023. Figures include T. Rowe Price Associates, Inc. and its investment advisory affiliates including T. Rowe Price Investment Management, Inc.

4Morningstar gives its best ratings of 5 or 4 stars to the top 32.5% of all funds (of the 32.5%, 10% get 5 stars and 22.5% get 4 stars) based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. As of 12/31/2023, 60 of 152 of our Investor Class funds (excludes funds not available for direct purchase) received an overall rating of 5 or 4 stars.

The Morningstar Rating™ for funds, or "star rating," is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

Source for Morningstar data: ©2024 Morningstar, Inc. 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.

202306-2939226