At T. Rowe Price, our goal is to provide clear guidance during every step of the rollover process and beyond—from the time you decide to roll over until you open your new account and make the investment decisions that are appropriate for your retirement. We'll even provide guidance as you prepare to transition into retirement.
- We do everything we can to make the rollover process easier. We can even handle most of the paperwork.
- Proven performance. For each 3-, 5-, and 10-year period ended 9/30/09, 80% of our funds beat their Lipper average.* Results will vary for other periods. Past performance cannot guarantee future results. All funds are subject to market risk, including possible loss of principal.
- We provide the investment planning and tools you need to build and manage your retirement portfolio.
- We offer funds with no loads and below-average expense ratios, so more of your investment goes to work for you.
- Our disciplined, long-term approach is ideal for retirement planning.
- We offer 70 no-load mutual funds that are appropriate for retirement investing.
*Based on cumulative total return, 128 of 162 (79%), 115 of 139, 111 of 127, and 57 of 71
T. Rowe Price 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 9/30/09, respectively. Not all funds outperformed for all periods. (Source for data:
Lipper Inc.)
T. Rowe Price 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 9/30/09, respectively. Not all funds outperformed for all periods. (Source for data:
Lipper Inc.)
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