T. Rowe Price collective investment trusts (CITs)
40+ years of value, convenience, and confidence
Since 1984, our CITs have been helping retirement plans and participants seek better outcomes. We combine a deep understanding of plan needs, the benefits of the vehicle, and an active management approach to deliver confidence with every CIT.
Trusted CIT solutions tailored to your plan’s needs
Cost-effective, flexible pricing
Reduced administrative and marketing costs may result in lower fees, including flexible pricing based on plan size.
Easy transitions between vehicles
We have an excellent track record for a smooth transition process from other investment vehicles.
Product information where and when you need it
Plan sponsors have easy access to trust literature and commentary. Plus, CITs are traded daily with daily valuation for added flexibility and transparency.
CIT offerings
Give retirement investors access to actively managed flagship strategies from an industry leader.
Blue Chip Growth Trust
Seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective.
Growth Stock Trust
Seeks long-term growth of capital and, secondarily, increasing dividend income by investing primarily in common stocks of well-established growth companies.
Large-Cap Growth Trust
Seeks long-term capital appreciation through investments in common stocks of growth companies.
International Core Equity Trust
Seeks long-term growth of capital through investment primarily in the common stock of non-U.S. companies.
Stable Value Common Trust Fund
Seeks to provide maximum current income while maintaining stability of principal.
Retirement Trusts
Designed to help support lifetime income through investments that are carefully diversified across a range of equities and fixed income asset classes, sectors, and regions.
Retirement Blend Trusts
Designed to help support lifetime income through a mix of an average allocation of 60% passive and 40% active investments that are carefully diversified across a range of equities and fixed income asset classes, sectors, and regions.
Target Trusts
Seek the highest total return over time, consistent with an emphasis on both capital growth and income with greater emphasis on managing balance volatility.
The listed trusts and/or unit classes of such trusts were selected as a representative/sample group of trusts and/or their classes sponsored and maintained by T. Rowe Price Trust Company. The trusts and/or unit classes included are not an exhaustive list. Contact your relationship manager to learn about the full range of trusts and/or unit classes offered by T. Rowe Price Trust Company as well as to obtain up to date information on any T. Rowe Price trust’s investment strategy.
Essential information for plans and participants
What participants need to know
CITs explained for investors, including how they differ from mutual funds
CIT considerations for plan sponsors
A comprehensive overview of this increasingly popular investment option
The advantages of T. Rowe Price CITs
In-depth analysis and insights to inform your decision-making
Contact us
Retirement Plan Services
800.831.1370
RetirementPlanSupport@troweprice.com
Important Information
The T. Rowe Price common trust funds (“Trusts”) are not mutual funds, rather the Trusts are operated and maintained so as to qualify for exemption from registration as mutual funds pursuant to Section 3(c)(11) of the Investment Company Act of 1940, as amended. The Trusts are established by T. Rowe Price Trust Company under Maryland banking law, and their units are exempt from registration under the Securities Act of 1933. Investments in the Trusts are not deposits or obligations of, or guaranteed by, the U.S. government or its agencies or T. Rowe Price Trust Company and are subject to investment risks, including possible loss of principal. If a Trust seeks to preserve the value of your investment at $1.00 per unit, it cannot guarantee to do so.
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