Learn how our time-tested approach guides our investment decisions and helps us anticipate and plan for the future.
Our investment professionals don’t just sit behind their screens, they go out into the field to get the answers needed for your investments. They’re constantly on the lookout, analyzing the markets and the companies within them.
around the globe, as of 12/31/18
How field research gives us an edge for you:
- See company operations firsthand—where they happen
- Interview top managers, employees, competitors, and consumers
- Ask direct questions to get the full story behind the numbers
- Analyze the details to make skilled, independent judgments
Our funds are managed by skilled portfolio managers who are driven by a passion for exploration and understanding. They leverage our firm’s size, resources, and rigorous proprietary research to go deeper. So you can feel more confident about your investments.
Our portfolio managers average 23 years in the industry and 17 years with T. Rowe Price
Data as of 9/30/19.
Why experience matters:
It means we’ve seen it all, good markets and bad, over many market cycles.
So as conditions change, we’re able to remain focused on achieving superior long-term results for our clients.
Our people think independently but act collaboratively. They assess when to move with the crowd and when to move against it; when to quickly take advantage of market fluctuations, and when to hold tight.
of our mutual funds with a 10-year track record have outperformed their 10-year Lipper average as of 9/30/191
Results will vary for other periods. Past performance cannot guarantee future results.
Why strategic investing:
We seek returns that go beyond the limitations of simply following an index.
Because your investments are too important to be on autopilot.
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 funds have consistently delivered competitive performance for our clients—all at low cost.
Over 65 of our funds have earned a 4- or 5-star Overall Morningstar Rating™ as of 10/31/192
What seems like a relatively small amount of outperformance can go a long way in your portfolio. Just 1% of additional return over time can have a substantial impact on overall returns. Use the interactive chart to see the impact of earning 1% above the return on the S&P 500 Index benchmark.
Results are based on historical year end S&P 500 index returns, ending in 12/31/2018. Time Horizon based on years invested ending on 12/31/2018. The results shown above are hypothetical and for illustrative purposes only and do not represent the performance of any T. Rowe Price mutual fund. The results do not reflect the impact of taxes and investment fees that, if included, would have reduced the results shown. It is not possible to invest directly in an index.
All mutual funds are subject to market risk, including possible loss of principal.
1169 of our 368 mutual funds had a 10-year track record as of 9/30/19. (Includes all share classes and excludes funds used in insurance products.) 132 of these 169 funds (78%) beat their Lipper average for the 10-year period. 282 of 368 (77%), 244 of 316 (77%), and 177 of 227 (78%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 9/30/19, respectively. Calculations are based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
2Morningstar 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 10/31/19, 70 of 132 of our Investor Class funds 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: ©2019 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.