When you choose T. Rowe Price to manage your bond and money market funds, you choose an industry leader.
- 90% of our bond and money market funds beat their Lipper average for the 3-, 5-, and 10-year periods ended 12/31/09.1 Past performance cannot guarantee future results. All funds are subject to market risk, including possible loss of principal. Fund returns have been affected by market volatility and are negative for certain periods. Please click here for current performance information.
- 76% of our bond funds have a 4- or 5-star Overall Morningstar Rating™ (as of 12/31/09). The industry average is 32.5%.2
The T. Rowe Price Difference
- Our in-house research team is one of the industry's largest and most respected.
- We manage our low-cost mutual funds for long-term performance and provide objective guidance to help investors make the right choices.
- Our fund managers, averaging 20 years of investment experience, have weathered a variety of market conditions.
- We are one of the largest managers of no-load fixed-income mutual funds.
1Based on cumulative total return, 16 of 47 (34%), 39 of 43, 37 of 41, and 27 of 30 T. Rowe Price bond and money market funds (including all share classes and excluding funds used in insurance products) outperformed their Lipper average for the 1-, 3-, 5-, and 10-year periods ended 12/31/09, respectively. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
2For funds with at least a 3-year history, a Morningstar Rating™ is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately. Five of 34 T. Rowe Price bond funds received a 5-star rating, and 21 of 34 funds received a 4-star rating. Money market funds are not rated by Morningstar.
© 2009 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.
Note that an investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
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