Why Invest with T. Rowe Price?

 

Let us help you invest in the future you imagine.

For over 80 years, our strategic investing approach has helped millions of people around the world invest in the things that matter most. From building the retirement of your dreams, to securing a bright future for the next generation, no matter what your goal, we can help.

Discover what sets us apart, and consider what we can help you accomplish.

Put our proven approach to work for you.

Prefer to talk first?
Call us at 1-800-638-5660

Investing on behalf of a client?

We delivered better returns in up and down markets.

It's about more than just higher returns.

Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. Over a 20-year period from 2001 to 2021, our U.S. equity funds analyzed beat their benchmarks over 70% of the time in trailing five-year monthly rolling periods when their designated benchmarks were positive.* Perhaps more importantly, our funds helped investors limit losses better than the benchmark during that same period, outperforming over 90% of the time when benchmarks were down.

The T. Rowe Price strategic investing difference better performance in up markets over 70% of the time better performance in down markets over 90% of the time

Our 17 U.S. equity funds beat their benchmarks most of the time in both up and down markets (6/30/2001-6/30/2021).

Past performance is no guarantee of future results.

 

We believe in strategic investing.

While all investment managers crunch numbers, we don't stop at surface-level analysis. Instead, our strategic investing approach takes us beyond the numbers to find the best potential investments for your portfolio.


Rigorous Field Research

Over 475 of our investment professionals go into the field to see firsthand how companies are performing.1


Prudent Risk Management

We carefully manage risk and seek to maximize value for our clients over longer time horizons.


Experienced Managers

Our skilled portfolio managers have deep experience—averaging 22 years in the industry and 17 years with T. Rowe Price.2

 

Over 75% of our mutual funds with a 10-year track record have outperformed their 10-year Lipper average as of 6/30/21.3

 

Discipline has brought long-term rewards for clients.

 

We put clients at the center of everything we do.

  • Get expert guidance you can trust
    Our associates are salaried professionals with no sales commissions or quotas—so you can be confident that your needs always come first.

  • Keep more of your money with low costs
    Over 90% of our funds for individual investors have expense ratios below their peer category averages.4

  • Access our latest thinking and planning resources
    From powerful tools and planning guides to our experts’ perspectives on the markets, we offer a wide range of resources to help you make informed investing decisions.

 

Let us help you achieve your financial goals.

Whatever you’re investing for, you’ll find a broad range of investment solutions that put our guiding principles and strategic approach to work for you.


Investment Accounts

We help our clients plan for and work toward their financial goals through offerings in three main areas: retirement, college savings, and general investing.


Mutual Funds

Build your portfolio from a selection of more than 100 professionally managed no-load mutual funds, many of which have received a 4- or 5-star Overall Morningstar Rating for their risk-adjusted returns.


Advice Solutions

From point-in-time advice to a portfolio that’s fully designed and managed by our investment professionals, you can put our best thinking to work for your financial goals. 

Ready to invest?

Let’s discuss your unique needs.
Call 1-800-638-5660

Important information

All investments are subject to risk, including the potential loss of principal.

Over a 20-year period from 6/30/2001 - 6/30/2021, our U.S. equity funds analyzed beat their benchmarks over 70% of the time in trailing five-year monthly rolling periods when their designated benchmarks were positive1. Perhaps more importantly, our funds helped investors limit losses better than the benchmark during that same period, outperforming over 90% of the time when benchmarks were down.

*Results based on an analysis of T. Rowe Price’s active, diversified U.S. equity mutual funds (oldest share class). Index, sector, specialized, and institutional clones of our retail funds were excluded. Funds with less than a 15-year track record were also excluded due to limited performance data availability. Of T. Rowe Price’s 25 diversified U.S. equity funds, 17 met the criteria for the analysis and are represented within. One of the 17 funds, the Capital Appreciation Fund, also has the ability to invest in fixed income assets but is primarily an equity portfolio and benchmarked to the S&P 500 Index. The funds included in the analysis represented almost 75% of total U.S. equity assets in the domestic and global equity mutual funds advised by the firm as of 6/30/21. Results for other time periods will differ. Past performance is no guarantee of future results.

1Investment professionals as of December 31, 2020

2As of June 30, 2021.

3166 of our 377 mutual funds had a 10-year track record as of 6/30/21. (Includes all share classes and excludes funds used in insurance products.) 126 of these 166 funds (76%) beat their Lipper average for the 10-year period. 229 of 365 (63%), 257 of 356 (72%), and 212 of 304 (70%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 6/30/21, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.) 

4Source: Lipper Inc. 214 of 235 funds (excluding institutional and bank institutional funds as defined by Lipper) more than 6 months old had expense ratios below their Lipper averages based on fiscal year-end data available as of 6/30/21.