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75% of our funds beat their Lipper average

Explore the T. Rowe Price difference.

Our disciplined, time-tested approach has proven successful for over 70 years in a variety of market conditions.

In fact, T. Rowe Price received the Lipper Fund Awards' "Best Overall Large Company" for 2010. We were recognized for the strong performance of our equity and fixed income funds from a field of 35 companies.**
View the article with a list of T. Rowe Price winning funds.

Results will vary and may be negative for other periods. Past performance cannot guarantee future results. All funds are subject to market risk, including possible loss
of principal.

In-Depth, Independent Research

With over 140 analysts around the world, we have one of the largest in-house research departments in the industry. Watch professionals highlight how T. Rowe Price uses its unique investment strengths to pursue competitive, consistent returns.

Low-Cost, Active Management

We believe in the active management of our mutual funds—individually evaluating every stock and bond we invest in—and we don't believe it should cost a lot. We offer funds with no loads, no sales charges, and expense ratios below their Lipper category averages.

Experienced Mutual Fund Managers

We believe that investment professionals with a long-term perspective give investors the best chance possible of meeting their goals. Our fund managers average 14 years' tenure with T. Rowe Price, have proven track records, and have navigated a range of markets conditions.


Collaborative Effort

T. Rowe Price believes that regardless of how skilled and talented individual investment professionals may be, a collaborative process can bring additional insight to the market’s complexity. Teamwork pervades our entire organization—and we believe that with teamwork we can make informed, quality investment decisions that set our firm apart.

Disciplined, Long-Term Investment Approach

We focus on long-term results, not just short-term gains. We carefully examine companies before we invest in an effort to make sure that each represents a true opportunity. And our fund managers strictly adhere to their fund’s risk/reward charter, so investors can count on our funds’ style consistency to achieve diversification.

Intelligent Balance of Risk and Reward

We apply a risk-aware approach to investing, seeking to maximize gains without taking on unnecessary risk. Our portfolio managers try to avoid performance extremes and may give up potential gains when the risk appears excessive. We focus on managing portfolio risk from a total return perspective by broadly diversifying the funds among sectors, industries, and securities and focusing on valuation and the degree of financial strength companies have to weather a range
of circumstances.

*Based on cumulative total return, 105 of 171 (61%), 129 of 158, 115 of 134, and 63 of 83 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 6/30/10, respectively. Not all funds outperformed for all periods. (Source for data:
Lipper Inc.)
**Large fund groups with at least 5 equity, 5 bond, and 3 mixed-asset portfolios that received Lipper Consistent Return scores as of December 31, 2009, were eligible for an overall fund group award. Lipper determined the large fund group awards by averaging the decile rank for the 3-year Consistent Return scores for all of the firm’s funds (for funds with multiple share classes, Lipper included the share class with the best Consistent Return score in the calculation). The eligible fund group with the lowest average decile rank received the award. In the case of a tie, the fund group with the lower average percentile rank received the award. Funds in Lipper classifications with 10 or fewer unique portfolios with 3 years of performance history were excluded from the calculation, as were money funds, S&P 500 Index funds, ultra-short obligation funds, specialty diversified equity funds, specialty miscellaneous funds, and variable annuity portfolios.
Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper ratings and Lipper fund awards are not intended to predict future results. This does not constitute and is not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. More information is available at lipperweb.com. Thomson Reuters Copyright 2010, All Rights Reserved.
Copyright 2010, T. Rowe Price Investment Services, Inc., Distributor. All rights reserved.