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*Source: Lipper Inc. 141 of 153 of our Investor Class funds (excludes funds not available for direct purchase) more than 6 months old had gross expense ratios below their Lipper averages based on fiscal year-end data available as of 9/30/2024.
1119 of our 301 mutual funds had a 10-year track record as of 9/30/2024 (includes Investor Class and I Class Shares). 84 of these 119 funds (71%) beat their Lipper average for the 10-year period. 169 of 282 (60%), 153 of 280 (55%), and 151 of 236 (64%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 9/30/2024, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
2Morningstar gives its best ratings of 5 or 4 stars to the top 32.5% of all funds (of the 32.5%, 10% get 5 stars and 22.5% get 4 stars) based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. As of 9/30/2024, 65 of 153 of our Investor Class funds (excludes funds not available for direct purchase) received an overall rating of 5 or 4 stars.
The Morningstar Rating™ for funds, or “star rating,” is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar risk-adjusted return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
Source for Morningstar data: ©2024 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.
3Figures shown are as of 9/30/2024 and are subject to change. Assets Under Management (AUM) includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
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