T. Rowe Price: Mutual Fund Investment Strategies

T. Rowe Price is a premier global asset manager that offers a range of mutual funds and ETFs to help individuals achieve their financial goals. With over 80 years of experience in the industry, T. Rowe Price has established itself as a leader in actively managed funds, providing confidence to clients in pursuing their investment objectives. The company's diverse selection of funds spans multiple asset classes, capitalizations, sectors, and styles, including stock funds, money market funds, and asset allocation funds. T. Rowe Price's mutual funds are a popular choice for retirement planning, often found in 401(k) plans, and are known for their low-cost approach with competitive performance. Their experienced portfolio managers strive to keep expense ratios below the peer category averages, allowing investors to retain more of their earnings.

T. Rowe Price's diverse selection of funds

T. Rowe Price offers a diverse selection of mutual funds and exchange-traded funds (ETFs) to help you achieve your financial goals. With over 100 funds to choose from, you can build a diversified portfolio that fits your investment style and objectives.

Their funds cover a wide range of asset classes, capitalizations, sectors, and styles, including domestic, international, and sector-specific funds. You can choose from one of their all-in-one fund solutions, build your own fully diversified portfolio, or complement your current investment mix.

T. Rowe Price's mutual funds provide a convenient package of investments. Their professionals research, select, and monitor each fund's investments based on specific strategies and goals, so you don't have to buy and manage each security individually.

Their active ETFs offer the flexibility and control of typical ETF investing, combined with the strategic investing approach of their mutual funds. These ETFs focus on expert portfolio management and aim to deliver positive excess returns.

T. Rowe Price also offers a range of Target Date Funds, which provide an age-appropriate, diversified portfolio that you can carry to and through retirement, all in one investment.

With a team of experienced portfolio managers, T. Rowe Price strives to deliver competitive performance at a low cost. Over 90% of their funds for individual investors have expense ratios below their peer category averages, allowing more of your money to work for you.

The benefits of partnering with T. Rowe Price

T. Rowe Price offers a wide selection of mutual funds and ETFs, providing the building blocks for a diversified portfolio. With over 100 mutual funds and ETFs to choose from, you can select from a diverse range of investment options across multiple asset classes, capitalizations, sectors, and styles. Their performance-driven strategic investing approach has resulted in over 75% of their mutual funds with a 10-year track record outperforming their peers over the same period.

One of the key advantages of partnering with T. Rowe Price is their low-cost approach. They offer low expense ratios, no loads, no sales charges, and no commissions on online ETF trades, ensuring that you keep more of your earnings. Their funds have competitive expense ratios, with over 90% of their funds for individual investors having expense ratios below their peer category averages.

T. Rowe Price also provides exclusive client benefits through their complimentary tiered Summit Program. This program offers rewards such as preferred access to mutual funds typically closed to new investors, lower-cost fund shares, dedicated support teams, and more. As your assets with T. Rowe Price grow, you gain access to higher tiers with enhanced benefits.

Additionally, T. Rowe Price offers a full range of investment strategies to meet your financial goals. Whether you're saving for retirement, college, or other goals, they provide expert guidance and a broad set of opportunities. Their team of experienced portfolio managers strive to deliver competitive performance, giving you fund-picking confidence.

By partnering with T. Rowe Price, you can benefit from their global reach and experience as a premier global asset manager. They actively invest in opportunities that help people thrive in an evolving world, asking smart questions about sectors like healthcare innovation, clean water, and artificial intelligence.

T. Rowe Price's Morningstar-rated funds

T. Rowe Price offers a wide selection of mutual funds and ETFs to help you achieve your financial goals. Their team of experienced portfolio managers aims to deliver competitive performance at a low cost, with over 90% of their funds for individual investors having expense ratios below their peer category averages.

Other T. Rowe Price funds with Morningstar ratings include the T. Rowe Price All-Cap Opportunities Fund, T. Rowe Price Capital Appreciation Fund, T. Rowe Price Comm & Tech Investor Fund, and T. Rowe Price Floating Rate Fund, among others.

You can view all of T. Rowe Price's mutual funds and start searching for your next investment on their website. You can sort the funds by various data points, including Morningstar Ratings, Total Return Rankings, Fee Level Rating, and Morningstar Category.

T. Rowe Price's ETFs vs. mutual funds

T. Rowe Price offers a wide selection of mutual funds and ETFs (exchange-traded funds) to help you achieve your financial goals. Both options provide a basket of investments, managed by professionals, that offer exposure to portfolios designed to support a variety of investment strategies.

T. Rowe Price Mutual Funds

Mutual funds are a convenient package of investments that are researched, selected, and monitored by T. Rowe Price's professionals, based on specific strategies and goals. They offer a broad set of opportunities with over 90% of funds for individual investors having expense ratios below their peer category averages.

T. Rowe Price ETFs

ETFs are a new way to access the expert portfolio managers and strategies behind T. Rowe Price's mutual funds. They combine the flexibility and control of typical ETF investing with the edge of T. Rowe Price's strategic investing approach. ETFs are traded like stocks, with prices changing throughout the day as shares are bought and sold through brokers on an exchange.

ETFs vs. Mutual Funds

Both ETFs and mutual funds offer built-in diversification and professional management. However, ETFs can be traded throughout the day, while mutual funds only trade once per day at the day's net asset value when the stock market closes. ETFs are also generally considered more tax-efficient than mutual funds.

The right choice between the two depends on your investment strategy and risk tolerance. ETFs offer greater flexibility and control, while mutual funds provide a wider range of choices, with more funds and a longer history.

T. Rowe Price's Select Funds

T. Rowe Price Select Funds are a pre-screened shortlist of mutual funds. The list is designed to simplify the process of selecting investments.

T. Rowe Price offers a wide selection of mutual funds and exchange-traded funds (ETFs) to help you achieve your financial goals. Their funds are managed by a team of experienced professionals who research, select, and monitor each fund's investments based on specific strategies and goals.

Their approach is performance-driven and strategic, with a focus on keeping costs low. Over 90% of their funds for individual investors have expense ratios below their peer category averages. This means more of your money can be invested.

T. Rowe Price offers a full range of investment strategies across multiple asset classes, capitalizations, sectors, and styles. They provide a diverse selection of funds, including asset allocation funds, stock funds, bond funds, and money market funds, to meet the needs of investors with different investment styles and objectives.

With T. Rowe Price, you can choose from one of their all-in-one fund solutions, build your own fully diversified portfolio, or complement your current investment mix. Their funds are designed to help you enhance your fund-picking confidence and make informed investment decisions.

Frequently asked questions