Planning is easier with the right resources. Use our financial tools and calculators to help inform your decisions, from saving for retirement to finding funds that match your investment goals.

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Investing

Build and manage your portfolio with these helpful investment tools.

Mutual Fund Research Tool

Research our mutual funds based on what matters to you.

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Morningstar® Portfolio Manager

Monitor your portfolio’s performance and view its underlying holdings.

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Retirement planning

Find out where you stand, your future needs, and to more confidently move toward your retirement saving and investing goals.

College planning

 

Get personalized insight to help your family save for college. Estimate how much money you'll need to save for future college expenses.

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Asset allocation

 

Try our non-discretionary service designed to provide a point-in-time investment allocation recommendation of a T. Rowe Price fund or portfolio of T. Rowe Price funds based on your investment goals, time horizon, and risk tolerance. To access the Investment Allocation Tool1, you'll need to log in or create an account.

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All investments are subject to market risk, including the possible loss of principal.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice.  This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.

1Advisory services are offered by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies.

Morningstar® Portfolio Manager is offered by Morningstar, Inc.

Source for Morningstar data: ©2023 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.

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