You can rely on T. Rowe Price to help you keep your goals on track.
With the rapid change we’re experiencing, you may be feeling less confident in your investment plan. It’s in times like these that our experience can help you keep your eye on the long term and regain confidence. We’ve been guiding investors through all sorts of market events for over 80 years. And we can help you stay on track today.
3.7 million moms, dads, kids, friends, and neighbors.1
$1,310.4 billion assets under management.2
Under Care Of
7,635 associates worldwide.2
Find insights and guidance to help you succeed.
Life evolves, and priorities change. At T. Rowe Price, we listen and put your chief concerns first. We're driven to help you achieve your best outcomes—not just for retirement, but for life.
Explore Your Questions
Life changes quickly. In this ongoing video series, our experts will provide you with their insights on markets, planning and investment strategies, and retirement-related issues to help keep your finances on track.
We've helped investors stay on track in good times and bad.
Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. In addition to identifying promising investment opportunities, our strategic investing approach has helped us prudently manage risk for our clients’ investments.
Our 18 U.S. equity funds beat their benchmarks most of the time in both up and down markets (12/31/2000 to 12/31/2020).
It's about more than just higher returns.
For the past 20 years, our active, diversified U.S. equity funds have beat their benchmarks in both up and down markets.
From 2000 to 2020, our U.S. equity funds analyzed beat their benchmarks over 68% of the time in trailing five-year monthly rolling periods when their designated benchmarks were positive.1 During that same time period, these funds outperformed over 90% of the time when benchmarks were down.
1Results 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 26 diversified U.S. equity funds, 18 met the criteria for the analysis and are represented within. One of the 18 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 77% of total U.S. equity assets in the domestic and global equity mutual funds advised by the firm as of 12/31/20. Results for other time periods will differ. Past performance is no guarantee of future results.
We've been guiding investors through change for 80 years.
Together, we'll navigate this market too.
Together, we'll navigate this market too.
Partner with a financial consultant.
A T. Rowe Price Financial Consultant can help you develop a flexible investment plan that is personalized for your goals so you can pursue the retirement you want with confidence.
Testimonials may not be representative of the experience of other customers and are not a guarantee of future performance or success.
1As of March 31, 2020 (# of clients).
2As of September 30, 2020 (AUM and associates).
S&P 500 Index® is a product of S&P Dow Jones Indices LLC, a division of S&P Global, or its affiliates ("SPDJI"), and has been licensed for use by T. Rowe Price. Standard & Poor's® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC, a division of S&P Global ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); This document is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Call 1‑800‑225‑5132 to request a prospectus or summary prospectus; each includes investment objectives, risks, fees, expenses and other information you should read and consider carefully before investing.
All investments are subject to risk, including the possible loss of principal.
T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds.