STRATEGIC INVESTING

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BEYOND THE NUMBERS.

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Shopping for potential in Latin America

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Strategic investing has guided us since 1937.

Learn how our time-tested approach guides our investment decisions and helps us anticipate and plan for the future.

Put our strategic investing approach to work for you.
Choose from a range of low-cost funds

No matter your goals, you’ll find mutual funds covering nearly every asset class. Or choose from age-based solutions designed with retirement savings and future withdrawals in mind.

Our funds have consistently delivered competitive performance for our clients—all at low cost.

65+

Over 65 of our 120 rated funds have earned a 4- or 5-star Overall Morningstar Rating™ as of 8/31/182

See what a 1% better return can mean to you.

What seems like a relatively small amount of outperformance can go a long way in your portfolio. Just 1% of additional return over time can have a substantial impact on overall returns. Use the interactive chart to see the impact of earning 1% above the return on the S&P 500 Index benchmark.

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additional potential return compared with benchmark
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more than S&P 500 Index
Hypothetical Portfolio Value
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100
Time Horizon
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100

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.

Let us help you get started.

Speak to an investment specialist about solutions that might be right for you. Or explore a selection of funds that put our approach to work.

All mutual funds are subject to market risk, including possible loss of principal.

1161 of our 367 mutual funds had a 10-year track record as of 6/30/18. (Includes all share classes and excludes funds used in insurance products.) 135 of these 161 funds (84%) beat their Lipper average for the 10-year period. 208 of 349 (59%), 181 of 232 (78%), and 157 of 191 (82%) of T. Rowe Price funds outperformed their Lipper averages for the 1-, 3-, and 5-year periods ended 6/30/18, respectively. Calculations are based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)

2Morningstar 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 8/31/18, 66 of 120 of our rated funds (Investor Class only) received an overall rating of 5 or 4 stars.

The Morningstar Rating™ 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.