T. Rowe Price Equity Index 500 Fund |
PREIX
Fund Status:
Open to new Retail investors
/
Open to subsequent Retail investments
Fund Objective
Quick Stats
| Fiscal Year End | December |
| Morningstar Category | Large Blend |
| Inception Date | 03/30/1990 |
| Tax ID | 52-1674104 |
Investment Objective
The fund seeks to match the performance of the Standard & Poor's 500 Stock Index®. The S&P 500 is made up of primarily large-capitalization companies that represent a broad spectrum of the U.S. economy and a substantial part of the U.S. stock market's total capitalization.
Strategy
To invest substantially all of its assets in all of the stocks in the S&P 500 Index. We attempt to maintain holdings of each stock in proportion to its weight in the index. This is known as a full replication strategy.
Investors seeking capital appreciation over time who can accept the risk of loss inherent in common stock investing. Appropriate for both regular and tax-deferred accounts, such as IRAs.
“Standard & Poor’s”, “S&P”, “S&P 500”, “Standard & Poor’s 500”, and “500” are trademarks of the McGraw-Hill Companies, Inc., and have been licensed for use by T. Rowe Price Index Trust, Inc. This product is not sponsored, endorsed, sold, or promoted by Standard & Poor’s, and Standard & Poor’s makes no representation regarding the advisability of investing in the Equity Index 500 Fund.
“Standard & Poor’s”, “S&P”, “S&P 500”, “Standard & Poor’s 500”, and “500” are trademarks of the McGraw-Hill Companies, Inc., and have been licensed for use by T. Rowe Price Index Trust, Inc. This product is not sponsored, endorsed, sold, or promoted by Standard & Poor’s, and Standard & Poor’s makes no representation regarding the advisability of investing in the Equity Index 500 Fund.
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Index investing provides investors with a convenient and relatively low-cost way to approximate the performance of a particular market. Because the fund is passively managed, its expenses are lower than the average actively managed fund. Assuming all other factors are equal, lower expenses can increase a fund’s total return. Lower turnover should mean smaller capital gain distributions, which can raise a fund’s after-tax returns.
Stocks can decline for many reasons, including adverse political or economic developments here or abroad, changes in investor psychology, or heavy institutional selling. Because the fund is designed to track the S&P 500 Index, it does not have the flexibility to shift assets toward stocks or sectors that are rising or away from stocks or sectors that are declining. As a result, actively managed funds may outperform this fund.
Stocks can decline for many reasons, including adverse political or economic developments here or abroad, changes in investor psychology, or heavy institutional selling. Because the fund is designed to track the S&P 500 Index, it does not have the flexibility to shift assets toward stocks or sectors that are rising or away from stocks or sectors that are declining. As a result, actively managed funds may outperform this fund.
*Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
See Glossary for additional details on all data elements.
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