Investment Capabilities

Designed to perform

Our broad range of investment capabilities is powered by experts with the curiosity to ask better questions for a holistic perspective that helps our clients thrive in an evolving world. 

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  1. Capabilities
  2. Proven Performance
  3. Expertise

Investment offerings designed to meet client needs

Our investment capabilities harness the power of our research to meet a full range of client needs, never losing sight of our ultimate goal: to deliver better outcomes. 

Retirement Solutions

Wherever you are on your retirement savings journey, we have the products, planning tools, and personalized advice to help you feel confident in your retirement.

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General Investing Solutions

Invest for your short- and long-term goals with investments that put your money to work and offer flexible access whenever you need it.

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College Savings Plans

Save for your child’s future education with a tax-advantaged 529 plan. For over 20 years, we’ve managed three 529 plans that have helped families like yours save for a brighter future.

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Mutual Funds

Diversify your portfolio with our selection of more than 150 professionally managed, no-load mutual funds designed to help meet your financial goals.

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Exchange-Traded Funds (ETFs)

Pair the diversification familiar to mutual funds with the potential for greater cost effectiveness through our lineup of Active ETFs.

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Our investment capabilities harness the power of our research to meet a full range of client needs, never losing sight of our ultimate goal: to deliver better outcomes. 

Equity

Investing across geographies, styles, capitalization size, sectors, and approaches—backed by an investment ecosystem that’s always on.

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Fixed Income

Addressing clients’ needs for capital preservation, diversification, growth, and income, driven by insights from free-thinking experts who are encouraged to explore original ideas. 

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Multi-Asset

Multiplying the potential of cross-asset class investing through a range of solutions designed to address a diverse set of client goals.

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Target Date Solutions

Leveraging active and active/passive blends that are uncompromising on risk with the aim to deliver strong results and help clients feel retirement certain. 

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Impact Investing

Offering equity and fixed income investments that pursue a dual mandate of positive environmental or social change alongside long-term benchmark outperformance.

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Our investment capabilities harness the power of our research to meet a full range of client needs, never losing sight of our ultimate goal: to deliver better outcomes. 

Equity

Investing across geographies, styles, capitalization size, sectors, and approaches—backed by an investment ecosystem that’s always on.

View Equities

Fixed Income

Addressing clients’ needs for capital preservation, diversification, growth, and income, driven by insights from free-thinking experts who are encouraged to explore original ideas. 

View Fixed Income

Multi-Asset

Multiplying the potential of cross-asset class investing through a range of solutions designed to address a diverse set of client goals.

View Multi-Asset

Target Date Solutions

Leveraging active and active/passive blends that are uncompromising on risk with the aim to deliver strong results and help clients feel retirement certain. 

View Target Date Solutions

Impact Investing

Offering equity and fixed income investments that pursue a dual mandate of positive environmental or social change alongside long-term benchmark outperformance.

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Our funds have delivered more returns than passive peers, more often than top active managers.

Over the last 20 years, our actively managed funds beat comparable passive funds more often—and with higher returns—than the average of all other active managers, including the five largest.

Ten-year trailing periods, rolling monthly. Period analyzed is 20 years ended 6/30/24.


T. Rowe Price funds beat comparable passive peer funds 70% of the time. That's more often than the average of all active managers—including the five largest.

Past performance is no guarantee of future results. View standardized returns and other information about T. Rowe Price’s strategy outperformance can be found here.

View more on this analysis and other important information.

For institutional investors: Information about T. Rowe Price’s strategy outperformance can be found here.

Ten-year trailing periods, rolling monthly. Period analyzed is 20 years ended 6/30/24.

T. Rowe Price funds delivered 0.83% of additional return over comparable passive peer funds on average. That's more than the average of all active managers—including the five largest.

Past performance is no guarantee of future results. View standardized returns and other information about T. Rowe Price’s strategy outperformance can be found here.

View more on this analysis and other important information.

For institutional investors: Important information about T. Rowe Price's strategy outperformance can be found here. 

Leadership to guide clients through any market environment

Eric L. Veiel, CFA® Head of Global Investments and CIO
Eric Veiel is head of Global Investments and chief investment officer, chair of the Investment Management Steering Committee, and member of the Management Committee, the Equity Steering Committee, the Fixed Income Steering Committee, the International Steering Committee, the Multi-Asset Steering Committee, the Product Steering Committee, and the Management Compensation and Development Committee. Eric also is a member of the Board of the T. Rowe Price Mutual Funds.
Stephon Jackson, CFA® Head of T. Rowe Price Investment Management
Steph Jackson is the head of T. Rowe Price Investment Management. He is a member of the Management Committee and a member of the Black Leadership Council, and is the Executive Sponsor of Moonshot, a T. Rowe Price Foundation sponsored program supporting for-profit and non-profit entrepreneurs of color. He  is the chair of the T. Rowe Price Investment Management (TRPIM) Investment Steering Committee, a member of the Investment Management Committee, TRPIM ESG  and Product Strategy Committees. Steph also is the president of T. Rowe Price Investment Management, Inc.
Arif Husain, CFA® Head of Global Fixed Income and CIO
Arif Husain is the head of Global Fixed Income and chief investment officer of the Fixed Income Division. He is chairman of the Fixed Income Steering Committee and a member of the firm’s Management Committee. Arif is lead portfolio manager for the Global Government Bond High Quality Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Sébastien Page, CFA® Head of Global Multi-Asset and CIO
Sébastien Page is head of Global Multi-Asset and chief investment officer. He is a member of the Asset Allocation Committee, which is responsible for tactical investment decisions across asset allocation portfolios. Sébastien also is a member of the Management Committee of T. Rowe Price Group, Inc.
Josh Nelson Head of U.S. Equity
Josh Nelson is the head of U.S. Equity, chair of the Equity Steering Committee, and a member of the Management Committee. In addition, he is a member of the Investment Management Steering Committee, Product Steering Committee, and Research Governance Oversight Committee. He is co-president of T. Rowe Price Equity Funds, Inc., and T. Rowe Price Exchange-Traded Funds. Josh is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Trust Company.
Justin Thomson Head of International Equity and CIO
Justin Thomson is the head of International Equity. Justin is a member of the Management Committee and the chairman of the International Equity Steering Committee. He is a member of the Asset Allocation and ESG Committees. He also is the chief investment officer for International Equities. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

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Insights

We’re asking better questions to help give you a full view of what’s ahead, what’s important, and how our investing teams are responding now—so you have the full picture.

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About Us

Learn more about our firm and the benefits of partnering with us to help you thrive in an evolving world.

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Important Information

For more information on the methodology of this analysis, please visit troweprice.com/complete-performance-study.

Past performance is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Passive investing may lag the performance of actively managed peers as holdings are not reallocated based on changes in market conditions or outlooks on specific securities.

Analysis by T. Rowe Price. Comparable passive funds are (1) mutual funds and exchange-traded funds classified as an “index fund” in the Morningstar Direct database and (2) in the same Morningstar category as the active funds being analyzed. All Active Managers represents the actively managed (non-“index fund”) mutual funds and ETFs in the Morningstar Direct database, excluding those managed by T. Rowe Price. The performance of the T. Rowe Price active funds and the All Active Managers funds were compared against the comparable passive funds using 10-year rolling monthly periods from 7/1/04 to 6/30/24. The analysis was conducted at the Morningstar category level analyzing all open-end funds and ETFs within U.S. Morningstar categories where passive funds are present. Oldest share class returns are used for analysis. Money market funds are excluded from the analysis.

188 funds covering 7,778 rolling 10-year periods.

2507 funds covering 42,548 rolling 10-year periods. The active assets under management as of 6/30/24 across all funds considered in the analysis are aggregated and those funds offered at any point in the analysis period by the largest 5 active fund managers by AUM, identified by Morningstar, other than T. Rowe Price are grouped together here. Source: Morningstar.

35,166 funds covering 364,797 rolling 10-year periods, excluding T. Rowe Price.

 

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