T. Rowe Price: A leader in actively managed funds.
For over 80 years, T. Rowe Price has been a leader in actively managed funds. That's why we're highlighting their active mutual funds, which may help you meet your financial goals.
Schwab receives compensation from T. Rowe Price to market and promote their funds, in addition to any shareholder servicing fees the fund company pays to Schwab, which creates conflicts of interest. Learn more about the compensations Schwab receives.
Find funds based on specific investing goals.
T. Rowe Price highlights several strategies to consider, including funds from three themes.1 In addition, all highlighted funds receive a Morningstar Overall Rating™ of four2 as of 6/30/2023.
Goal: Navigate market uncertainty
Global economies have been surprisingly resilient so far in 2023 but aren't out of the woods yet. With short-term yields at attractive levels and economic uncertainty high, it may make sense to consider shorter duration bonds.1
Goal: Generate yield
Bonds may not be a good source of capital appreciation in 2023, but they may provide yield. Equity upside may be limited by an uncertain economic landscape, so high yield bonds may offer better return opportunities.1
Goal: Focus on earnings
U.S. small-caps offer attractive valuations, while structural changes in corporate policies could be a long‑term tailwind for Japanese equities. Additionally, mega‑cap technology companies are well positioned to benefit from artificial intelligence.1
Why consider actively managed funds from T. Rowe Price?
Low cost
Many of T. Rowe Price's funds for individual investors have expense ratios below their peer category averages.3
Experienced managers
T. Rowe Price has skilled portfolio managers with deep experience, averaging 22 years in the industry and 17 years with T. Rowe Price.4
Strategic approach
Rigorous field research and prudent risk management allow T. Rowe Price to find the best potential investments for your portfolio.