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  • T. Rowe Price Equity Index 500 Fund (PREIX)
    Ticker Symbol:
    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 track the performance of a benchmark index that measures the investment return of large-capitalization U.S. stocks.
    Strategy
    The fund attempts to match the investment return of large-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the Standard & Poors 500 Stock Index (S&P 500). The fund uses a full replication strategy, which involves investing substantially all of its assets in all of the stocks in the S&P 500 and seeking to maintain holdings of each stock in proportion to its weight in the index.
    Investor Profile
    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.
    Risk/Reward Potential*
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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.
    *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.