FAQ About T. Rowe Price® ActivePlus Portfolios

 
Basics
Getting Started
Account Funding & Withdrawals
Fees
Investments
Ongoing
Annual Check-In
Support

Get your portfolio recommendation in minutes.

Questions? We're here to help.

1-800-541-2497

* The range shown above includes the expense ratios for the portfolio with the lowest and highest expense ratio in the program, as of 3/31/20 (unaudited).

The expenses use historical data on the portfolios and are not a prediction of future expenses. Certain funds may have contractual expense limitations that have been factored in here, but may not continue for the period you hold the portfolio.

The expense ratio is calculated using the most recent quarter-end data on the program;

•primary funds used in the portfolios,

•the underlying fund expense ratios, and

•the target allocations for each portfolio

The actual expenses experienced by an investor may be different than the expenses here. Actual expenses will depend upon the timing of investments into and out of the portfolio, the performance of the funds within the portfolio during the time held, share class, tactical portfolio changes, fund restrictions requested, as well as other factors.

All data as of 12/31/19, unless otherwise stated.

** You may request to restrict up to 3 funds from your portfolio at a time. By restricting a fund(s), you're requesting that we replace that mutual fund with an alternative program fund within the same asset class (for example, U.S. large-cap growth, U.S. investment-grade fixed income, etc.). Keep in mind: Not all mutual funds within a portfolio have an acceptable alternative. In this scenario, we'll contact you to review your options, which may include changing or removing the request or, in some cases, closing your account.

The T. Rowe Price® ActivePlus Portfolios is a discretionary investment management program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC. T. Rowe Price Advisory Services, Inc., and T. Rowe Price Investment Services, Inc. are affiliated companies.

Questions? Review our T. Rowe Price® ActivePlus Portfolios FAQs or call 1-800-541-2497 weekdays between 8 a.m. and 8 p.m. ET.