Why Invest with T. Rowe Price?

Give your strategic goals a performance edge.

 

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 imagine 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

T. Rowe Price funds have delivered more return. More often.

Our funds have delivered better return on average than comparable index funds. T. Rowe Price funds beat comparable index funds more frequently—and with higher returns—than the average of all active managers. This has meant more money for investors.

That’s our T. Rowe Price strategic investing difference.

Better return than comparable index funds, across more periods

10-year trailing periods, rolling monthly. Period analyzed is 20 years ended 6/30/22.

Percentage of periods with better returns than comparable index funds

chart depicting percentage of periods with better returns than passive peer funds. T. Rowe Price, 74%, All Active Managers, 48%

Average additional return over comparable index funds across all periods analyzed

chart depicting average additional return over passive peer funds across all periods analyzed. T. Rowe Price, 0.92%, All Active Managers, -0.14%

TIME-TESTED OVER 80 YEARS

Our results stand on our strategic investing approach.

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 525 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 16 years with T. Rowe Price.2

We strive for superior outcomes. Not just following an index.

Your investments deserve more than just average performance. That’s why we combine independent thinking, rigorous research, and intelligent collaboration to uncover more investment opportunities for you—with a focus on delivering consistent, competitive returns.

 

Over 70% of our mutual funds with a 10-year track record have outperformed their 10-year Lipper average as of 6/30/2022.3

bloomberg

 

T. Rowe Price recognized by Bloomberg as a “winner”* among active investment managers

*Bloomberg, December 23, 2019.

You are 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

View the methodology of this analysis (PDF).

Past performance is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Passive investing may lag the performance of actively managed peers as holdings are not reallocated based on changes in market conditions or outlooks on specific securities.

Analysis by T. Rowe Price. Comparable passive funds are (1) mutual funds and exchange traded funds classified as an “index fund” in the Morningstar Direct database and (2) in the same Morningstar category as the active funds being analyzed. All Active Managers represents the actively managed (non-“index fund”) mutual funds and exchange-traded funds in the Morningstar Direct database, excluding those managed by T. Rowe Price. The performance of the T. Rowe Price active funds and the All Active Managers funds were compared against the comparable passive funds using 10-year rolling monthly periods from 7/1/2002 to 6/30/2022. The analysis was conducted at the Morningstar category level analyzing all open-end funds and exchange-traded funds (ETFs) within U.S. Morningstar categories where passive funds are present. Oldest share class returns are used for analysis. Money market funds are excluded from the analysis.

179 funds covering 7,127 rolling 10-year periods.

24,620 funds covering 342,341 rolling 10-year periods, excluding T. Rowe Price.

3Investment professionals as of 12/31/2021. Figures include T. Rowe Price Associates, Inc. and its investment advisory affiliates including T. Rowe Price Investment Management, Inc.

4Figures shown are as of 6/30/2022 and are subject to change. Assets Under Management (AUM) includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

5168 of our 404 mutual funds had a 10-year track record as of 6/30/2022. (Includes all share classes and excludes funds used in insurance products.) 126 of these 168 funds (75%) beat their Lipper average for the 10-year period. 174 of 378 (46%), 262 of 356 (74%), and 236 of 334 (71%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 6/30/2022, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)

6Source: Lipper Inc. 219 of 236 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 6/30/2022.

ABOUT THE REFINITIV LIPPER FUND AWARDS

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. The link to lipperfundawards.com will cause you to leave T. Rowe Price's website and will redirect you to a website that is not an affiliated of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person's use this third-party website or any of its contents. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Winning funds over three years within the 20 largest classifications per award universe according to assets under management are awarded a trophy. Where appropriate, only funds domiciled in the respective country are taken into consideration for determining the largest classifications. All winning groups are awarded a trophy as well. The methodology for awarding trophies in regions is subject to change based on local market needs. However, all winners receive a certificate.

The Best Overall US Fund Group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above. Large fund family groups with at least five equity, five bond, and three mixed-asset portfolios are eligible for an overall group award.

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.