We know that your goal as a fiduciary is to offer a competitive, compliant, well-designed plan. And the investments you choose need to fit your plan requirements and drive successful outcomes.
As a leading provider of retirement plans and one of the largest U.S. mutual fund companies with $1.34 trillion in assets,1 we offer access to a range of high-quality proprietary and nonproprietary investment products with flexible pricing structures. And we have the ability to add services as your needs grow and evolve.
You have access to:
Our portfolio managers have deep experience, averaging 22 years in the industry and 16 years with T. Rowe Price.1
T. Rowe Price earns multiple Refinitiv Lipper awards, including 2022 Refinitiv Lipper Best U.S. Large Fund Family.
At T. Rowe Price, we believe in strategic investing. This means we don't stop at surface-level analysis. Instead, more than 550 of our investment professionals travel the world to get the full story behind the companies we consider investing in.2 It's this passion for exploration and understanding that has helped inform better decision-making and prudent risk management since 1937.
See how our investment professionals go out into the field to get the full story.
550+ investment professionals go into the field.2
We use our size, resources, and research to see company operations firsthand where they happen.
We take time to interview top managers, employees, competitors, and consumers, asking direct questions to get the full story behind the numbers.
Our experienced teams analyze all of these details to make skilled, independent judgments.
We seek to manage risk and maximize value.
We have weathered all kinds of markets and this depth of experience allows us to understand the geopolitical and economic factors and react to them opportunistically—even defensively—when necessary.
As conditions change, we're able to remain focused on achieving solid long-term results for your plans and participants.
We don't wait for change. We seek to get ahead of change for our clients.
Our people think independently but act collaboratively. We 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.
Choosing an investment lineup is a balancing act between meeting fiduciary needs and providing the diversity of selection participants desire. It's why we've designed our open architecture platform to provide the variety and depth of investment options our clients expect.
Other Important Information:
The mutual funds referred to in this website are offered and sold to persons residing in the United States and are offered by prospectus and, if available, summary prospectus only; each includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. T. Rowe Price mutual funds are distributed by T. Rowe Price Investment Services, Inc. Download a prospectus or summary prospectus.
1 As of March 31, 2023.
2 As of December 31, 2022.
3 99 of our 293 mutual funds had a 10-year track record as of 3/31/2023 (includes Investor Class and I Class Shares). 75 of these 99 funds (76%) beat their Lipper average for the 10-year period. 127 of 293 (43%), 170 of 251 (68%), and 172 of 244 (70%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 3/31/2023, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
4 36 of our 42 Retirement Funds (Investor, Advisor, and R-Class) had a 10-year track record as of 3/31/2023 (includes all share classes). 35 of these 36 funds (97%) beat their Lipper average for the 10-year period. 0 of 42 (0%), 37 of 39 (95%), and 33 of 39 (85%) of the Retirement Funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 3/31/2023, respectively. Calculations are based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
5 Some funds may have expense limitations in place, and if these were not in place the expenses would have been higher. Expenses for T. Rowe Price funds are obtained from the funds’ most recent prospectus. Lipper data is based on fiscal year-end data available to Lipper, Inc. as of 3/31/2023.
Contact your T. Rowe Price representative to find out how we can take your plan to the next level.