By Rebecca Lake of US News & World Report - Money Contact Us
Rowe Price mutual fund share prices and portfolio unit prices are generally updated each business day between 6:30 and 8 p.m.
- Rowe Price Group, Inc and all other ETF issuers are ranked based on their aggregate 3-month fund flows. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of T. Rowe Price Group, Inc relative to other ETF issuers. All values are in U.S.
- † On May 31, 2010, the fund(s) will be closed to new investors except for a direct rollover from a retirement plan into a T. Rowe Price IRA invested in this fund. New account applications for this fund must be received before 4pm EST on May 28, 2010.
These funds stand out in a crowded market.
When you're choosing how to invest for retirement, T. Rowe Price funds are a recognizable name. T. Rowe Price retirement funds vie for investors' attention alongside options from other large brokerages such as Vanguard and Fidelity. However, these funds feature some unique characteristics that set them apart from the competition. 'Their goal seems to strive for steady and consistent returns without the razzle-dazzle of some other firms,' says Steve Azoury, financial advisor and owner of Azoury Financial in Troy, Michigan. 'They don't go for home runs and they rarely strike out, making them one of the most steady and respected firms in the investment business.' With a wide range of mutual fund options to choose from, it's possible to build a customized retirement portfolio centered on your needs and goals. Here are seven of the best T. Rowe Price funds to consider when investing for retirement.
© (Igor Golovniov/SOPA Images/LightRocket via Getty Images)T. Rowe Price ETFs go beyond the numbers.
Our exchange-traded funds (ETFs) provide access to professionally managed investment strategies with the flexibility to buy or sell throughout the day. T. Rowe Price ETFs follow our time-tested strategic investing approach by going beyond the numbers to identify opportunities for our clients.
Convenience
Similar to stocks, ETFs are able to trade continuously throughout the day. This allows for greater flexibility to buy or sell intra-day without trading frequency limitations or minimum investment amounts imposed by many mutual funds.
Cost Effectiveness
T. Rowe Price ETF management fees are comparable to our similarly managed low-cost mutual funds. In some cases, ETF costs are streamlined with fewer client service, reporting and other expenses.
Tax Efficiency
ETFs have the potential to reduce the impact of capital gains distributions in a client's portfolio relative to some other investment vehicles. ETFs have the potential for less portfolio turnover because they are not affected by the daily transactions caused by investor purchases and redemptions.
T. Rowe Price ETFs follow the same investment philosophy as our time-tested mutual funds, and with the added flexibility to trade throughout the day. We seek consistent performance and increased diversification through our strategic investing approach. Our global team of investment professionals go beyond the numbers every day to evaluate markets and study opportunities. This depth of understanding helps inform better decision-making and prudent risk management for our clients’ portfolios.
For more information about how we've brought our time-tested strategies to ETFs, please read The T. Rowe Price Active ETF Process.
This ETF is different from traditional ETFs
Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment.
For example:
- You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.
- The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.
- These additional risks may be even greater in bad or uncertain market conditions.
- The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.
The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance.
For additional information regarding the unique attributes and risks of the ETF, see the prospectus.
Our ETF range
Blue Chip Growth ETF (TCHP)
T.rowe Price Index Funds List
The fund will normally invest at least 80% of assets in the common stocks of large and medium-sized blue-chip companies that have the potential for above-average earnings growth and are well established in their respective industries. The fund focuses on companies with leading market positions, seasoned management, and strong financial fundamentals.
Growth Stock ETF (TGRW)
The fund will normally invest at least 80% of net assets in the common stocks of a diversified group of growth companies. While it may invest in companies of any market capitalization, the fund generally seeks investments in stocks of large capitalization companies with one or more of the following characteristics: strong cash flow and an above-average rate of earnings growth; the ability to sustain earnings momentum during economic downturns; and occupation of a lucrative niche in the economy and the ability to expand even during times of slow economic growth.
T Rowe Price Funds List
Dividend Growth ETF (TDVG)
The fund will normally invest at least 65% of its total assets in stocks, with an emphasis on stocks that have a strong track record of paying dividends or that are expected to increase their dividends over time. T. Rowe Price believes that a track record of dividend increases is an excellent indicator of financial health and growth prospects, and that over the long term, income can contribute significantly to total return. Dividends can also help reduce the fund's volatility during periods of market turbulence and help offset losses when stock prices are falling. When appropriate, the portfolio manager may attempt to buy stocks when they are temporarily out of favor or undervalued by the market.
Equity Income ETF (TEQI)
The fund normally invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.
T Rowe Price Sector Funds List
Contact Us
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Need help finding the best option for your clients based on their needs? We can help. Call 1-877-561-7670.
T Rowe Price Mutual Funds
Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call 1-877-561-7670 or select the Prospectus link within an ETF fund details page above. Read it carefully.