Call us at 877-495-1138
Whether you’re looking for a core fund for your portfolio, a sector-specific fund, or want to diversify internationally, we offer a full range of stock funds to pursue your goals.
Stock prices fluctuate widely with market and company conditions, so stock funds are most appropriate for investors with long time horizons. Investments overseas generally carry more risk than investments in U.S. assets, including unfavorable currency exchange rates and political or economic uncertainty abroad. All mutual funds are subject to market risk, including possible loss of principal. Diversification cannot assure a profit or protect against a loss in a declining market.
1Based on cumulative total return, 176 of 228 (77%), 137 of 153 (90%), 112 of 127 (88%), and 93 of 102 T. Rowe Price stock funds (including all share classes and excluding funds used in insurance products) outperformed their Lipper averages for the 1-, 3-, 5-, and 10-year periods ended 3/31/17, respectively. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
*Morningstar gives its best ratings of 5 or 4 stars to the top 32.5% of all funds (of the 32.5%, 10% get 5 stars and 22.5% get 4 stars) based on their risk-adjusted returns. The Overall Morningstar RatingTM is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar RatingTM metrics. Click on the fund name for more information about the fund, including its 3-, 5-, and 10-year (if applicable) Morningstar ratings.
The Morningstar RatingTM for funds, or "star rating", is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
Source for Morningstar data: ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
**Annually we evaluate the standard deviation of each US mutual fund listed and its resulting placement within specific risk/return categories.
Methodology: If a fund is at least 5 year old, it is generally placed in risk/return categories based on the standard deviation of its performance for the longest period of its calendar year returns; the longest time period used for analysis is 10 years (regardless of the fund’s inception). If a fund is less than 5 years old, we generally use the fund’s primary benchmark disclosed in its prospectus as a proxy and follow the same process of using 10-year standard deviation of the benchmark, or longest time period available. The firm at its sole discretion may show a fund in a higher risk category based on qualitative or other factors that may differ from this methodology.