LOW-COST MUTUAL FUNDS

LOW-COST MUTUAL FUNDS1

I want to research

Overview

  • Provides long-term growth potential
  • Access to companies across the globe
  • A range of funds—including domestic, international, and sector specific

Investor Profile

  • Need the growth potential of stocks to achieve long-term goals
  • Can withstand price volatility

Overview

  • Emphasizes regular income
  • Offers access to bonds issued in the United States and around the world
  • A broad range of funds investing in U.S. Treasury, high yield, municipal, and international bonds

Investor Profile

  • Want to generate income
  • Are in a higher tax bracket, seeking tax-free income
  • Want to reduce the volatility of a stock-heavy portfolio
  • Can tolerate price fluctuations

Overview

  • A one-stop approach to retirement investing
  • A mix of stocks and bonds that adjusts to and through retirement
  • Seeks to thoughtfully balance retirement risks

Investor Profile

  • Plan to retire close to a certain year
  • Want a convenient fund-of-funds solution
  • Want an investment that becomes more conservative as retirement approaches

Overview

  • One-stop approach to investing
  • Broadly diversified stock, bond, and balanced funds
  • Designed for a range of investor risk profiles

Investor Profile

  • Want to invest in a diversified portfolio in a single investment
  • Want access to a wide range of investments in one mutual fund

Overview

  • Lowest-risk mutual fund investment
  • Strive for preservation of capital^
  • A range of taxable and tax-free funds

Investor Profile

  • Have short-term investment goals
  • Prefer price stability over return potential
  • Want quick access to savings

Why invest with T. Rowe Price?

​Your investments are too important to be on autopilot.

  • We don’t stop at surface-level analysis. Instead, our strategic investing approach takes us beyond the numbers to seek the right investments for your portfolio.
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Our investment professionals go out in the field to get the answers we need.

  • Over 350 of our investment professionals travel the world to see how the companies we’re evaluating, and those we’re investing in, are performing today in order to make skilled judgments about how they are likely to perform in the future.2
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Our depth of understanding helps inform better decision-making and prudent risk management.

  • Deeply experienced portfolio managers—averaging 21 years in the industry—carefully manage risk and seek to maximize value for your portfolio over longer time horizons.3
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We seek to get ahead of change for you.

  • We strive to deliver returns for you that go beyond the limitations of simply trying to follow an index, choosing when to take advantage of market fluctuations and when to hold tight.