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Life isn't a passive activity. Whether it's managing your career, raising a kid, or planning for retirement, being active and involved matters a lot in achieving better results. When it comes to our investment approach and achieving results for our investors, an active approach matters just as much.
Equity and Fixed-Income Funds
Enhance your portfolio with growth and income opportunities.
Diversify your portfolio by investing in dynamic funds with robust growth potential.
Over 70 of our funds have earned 4- or 5-star Overall Morningstar Ratings as of 4/30/18.*
- Over 200 in-house analysts provide on-the-ground research around the world, seeking companies that offer you the most long-term potential.
- Highly tenured investment teams have the experience to navigate down markets and are able to put their firsthand experience to work for you.
- We're committed to keeping costs low to maximize your returns, helping you reach your goals.
- Over 80% of T. Rowe Price mutual funds beat their 10-year Lipper average as of 3/31/18.** Past performance cannot guarantee future results.
A Little Outperformance Goes a Long Way
What seems like a relatively small amount of out performance can grow over time to produce a substantial impact on overall returns.
Hypothetical results of $100,000 investment over 20 years
The results shown above are hypothetical and for illustrative purposes only and do not represent the performance of any T. Rowe Price mutual fund. The results do not reflect the impact of taxes and investment fees that, if included, would have reduced the results shown. It is not possible to invest directly in an index.
What do renowned wildlife photographer Brian Skerry and T. Rowe Price investment professional and auto industry expert Joel Grant have in common? An active approach to life and work, driven by passion, curiosity, and a love of knowledge. It’s the kind of drive T. Rowe Price investment professionals bring to our investment approach every day. Check out their story in the accompanying short film.
*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 Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. As of 4/30/18, 72 of 120 of our rated funds (Investor Class only) received an overall rating of 5 or 4 stars.
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: ©2018 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.
**160 of our 369 mutual funds had a 10-year track record as of 3/31/18. (Includes all share classes and excludes funds used in insurance products.) 135 of these 160 funds (84%) beat their Lipper average for the 10-year period. 257 of 342 (75%), 194 of 234 (83%), and 155 of 186 (83%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 3/31/18, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)