Mutual Funds - Latest Summary ( 56 Funds, 132 Classes )


T. Rowe Price Asia Opportunities Fund

Mid-Cap > Growth

TRAOX rank - 7 of 40

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on comp

YTD
15.98%
2023
-2.54%

T Rowe Price Latin America Fund

NA > NA

PRLAX rank - 12 of 33

The fund seeks capital appreciation in the long term by investing in companies across any size located or with primary operations in Latin America.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The countries

YTD
-12.9%
2023
31.4%

T Rowe Price Emerging Europe Fund

NA > NA

TREMX rank - 4 of 4

The fund seeks capital appreciation in the long term by investing in companies across any size located or with primary operations in the emerging market countries of Europe, including Eastern Europe and the former Soviet Union.

The countries in which the fund normally invests are located in the Czech Republic, Greece, Hungary, Kazakhstan, Poland, Romania, Russia, and Turkey.

YTD
22.46%
2023
60.84%

T Rowe Price Africa & Middle East Fund

NA > NA

TRAMX rank - 2 of 4

The fund seeks capital appreciation in the long term by investing in companies located or with primary operations in Africa and the Middle East.

The countries in which the fund normally invests are Bahrain, Egypt, Jordan, Kenya, Kuwait, Lebanon, Morocco, Nigeria, Oman, Qatar, Saudi Arabia, South Africa, and United Arab Emirates.

Other countries in which the fund invests incl

YTD
8.2%
2023
9.04%

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to invest in securities of communications and technology companies.

According to the investment team, these companies can be involved in Internet-related industries such as e-commerce and digital products and services, media, including publi

YTD
30.82%
2023
29.15%

T Rowe Price Science & Technology Fund, Inc

NA > NA

PASTX rank - 30 of 95

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to highlight companies that are expected to benefit from the development and use of science and/or technology.

The investment team focuses on companies that operate in industries such as information technology, telecommunication equipment an

YTD
28.67%
2023
53.35%

T Rowe Price Real Estate Fund, Inc

NA > NA

TIRRX rank - 37 of 175

The fund seeks to provide growth in the long-term through a combination of capital appreciation and current income by investing in companies across any size in the United States.

The investment process seeks to invest in the securities of real estate companies.

The investment team defines real estate companies as those companies that derive at least 50% of their revenues or

YTD
5.45%
2023
1%

T Rowe Price Health Sciences Fund, Inc

NA > NA

PRHSX rank - 24 of 60

The fund seeks capital appreciation in the long term by investing in large-and mid-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that are engaged in the health sciences companies.

The process focuses on companies engaged in the research, development, production, or distribution of products or services re

YTD
9.77%
2023
-2.14%

T Rowe Price Financial Services Fund, Inc

NA > NA

PRISX rank - 21 of 50

The fund seeks capital appreciation in the long term and a modest income by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that are engaged in the financial services industry.

The investment team focuses on companies that derive at least 50% of its revenues from conducting business

YTD
25.54%
2023
12.69%

T. Rowe Price QM US Value Equity Fund

Multi-Cap > Value

TQMVX rank - 0 of 172

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that are trading at a discount to their estimated fair value.

Next, the research team employs a quantitative management strategy to identify potential investment opportunities.

YTD
17.82%
2023
3.97%

T. Rowe Price Tax-Efficient Equity Fund

Multi-Cap > Growth

PREFX rank - 135 of 315

The fund seeks to maximize after-tax growth of capital by investing in companies across any size in the United States.

The investment process employs a buy-and-hold strategy to focus on attractively valued companies that exhibit growth characteristics.

Next, the research team combines fundamental, bottom-up analysis and top-down quantitative strategies to identify investment

YTD
25.8%
2023
36.14%

T. Rowe Price Spectrum Diversified Equity Fund

Multi-Cap > Growth

PRSGX rank - 36 of 315

The fund seeks primarily capital appreciation and growth of income in the long-term and secondarily current income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Th

YTD
16.14%
2023
15.16%

T. Rowe Price Total Equity Market Index Fund

Multi-Cap > Core

POMIX rank - 176 of 313

The fund seeks to match the performance of a benchmark index before fees and expenses by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process does not attempt to

YTD
19.96%
2023
24.54%

T. Rowe Price Large-Cap Growth Fund

Large-Cap > Growth

TRLGX rank - 484 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight well-established companies exhibiting above-average earnings growth potential.

Next, the research team focuses on companies displaying characteristics such as strong cash flow, sustainable earnings momentum, a lucrati

YTD
26.15%
2023
43.25%

T. Rowe Price US Large-Cap Core Fund, Inc

Large-Cap > Core

TRULX rank - 230 of 527

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process uses fundamental, bottom-up research to identify growth and value stocks.

The research team looks for stocks that have the most favorable combination of company fundamentals, earnings potential and valuation.

The research process lo

YTD
22.61%
2023
22.05%

T. Rowe Price U.S. Equity Research Fund

Large-Cap > Core

PRCOX rank - 328 of 527

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment strategy attempts to create a portfolio with similar characteristics to the benchmark index with the potential to provide excess returns relative to the Index.

The research team uses fundamental research to consider factors such as the quality o

YTD
24.28%
2023
28.28%

T. Rowe Price QM US Small & Mid-Cap Core Equity Fund

Mid-Cap > Core

TQSAX rank - 123 of 282

The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The team uses quantitative models to evaluate a stock&

YTD
15.35%
2023
17.87%

T. Rowe Price Institutional Large-Cap Core Growth Fund

Large-Cap > Growth

TPLGX rank - 547 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight well-established companies exhibiting above-average earnings growth potential.

Next, the research team narrows the investable universe to a list of companies with characteristics such as financial strength, market lea

YTD
29.6%
2023
44.26%

T. Rowe Price Mid-Cap Value Fund

Mid-Cap > Value

RRMVX rank - 60 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process focuses on companies that are trading at a discount to their intrinsic value.

The research team employs quantitative techniques to look for companies with attractive operating margins, strong balance sheets, and stock owners

YTD
16.27%
2023
10.02%

T Rowe Price Equity Income Fund

NA > NA

REIPX rank - 51 of 359

The fund seeks a high level of dividend income and capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process is driven by a value-oriented approach to focus on companies with an above-average dividend yield from a list of companies in the benchmark index.

The process looks for companies that have a strong

YTD
13.02%
2023
3%

T. Rowe Price Growth Stock Fund

Large-Cap > Growth

PRGFX rank - 575 of 639

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight well-established companies exhibiting above-average earnings growth potential.

Next, the research team focuses on companies displaying characteristics such as strong cash flow, sustainable earnings momentum, a lucrati

YTD
23.47%
2023
40.55%

T. Rowe Price Diversified Mid-Cap Growth Fund

Mid-Cap > Growth

PRDMX rank - 121 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index that exhibit accelerating growth characteristics. The process employs a bottom-up stock selection using fundamental research to look for companies with superior long-term appreciation prospects.

YTD
16.66%
2023
12.95%

T. Rowe Price New America Growth Fund

Multi-Cap > Growth

PAWAX rank - 61 of 315

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer pro

YTD
21.82%
2023
22.4%

T. Rowe Price Value Fund

Large-Cap > Value

PAVLX rank - 315 of 377

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark and utilizes internal research to identify companies that appear to be undervalued and may be temporarily out of favor but have good prospects for capita

YTD
16.54%
2023
8.69%

T. Rowe Price Mid-Cap Growth Fund

Mid-Cap > Growth

PAMCX rank - 102 of 326

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer pro

YTD
8.39%
2023
12.38%

T. Rowe Price Blue Chip Growth Fund

Large-Cap > Growth

PABGX rank - 535 of 639

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight well-established companies exhibiting above-average growth potential.

Next, the research team narrows the investable universe to a list of companies with characteristic

YTD
29.14%
2023
43.75%
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