The T. Rowe Price Approach

The Strength of Active Management

Investors experienced periods of high volatility during the past 20 years, with two strong U.S. bull markets giving way to two of the most brutal bear markets in recent memory: the collapse of the dot-com bubble in 2000 and the global financial crisis that began in 2007.

Throughout, T. Rowe Price remained committed to disciplined, active investment management. Our research shows that long-term U.S. equity clients have been rewarded.

Past performance is no guarantee of future results. For more information on the T. Rowe Price Funds used in this study including fund performance, please visit troweprice.com/approachstudy.

Sources: T. Rowe Price, Russell, and Standard & Poor's; data analysis by T. Rowe Price.

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The t. rowe price approach to active management summary

Long-Term Benefits of the T. Rowe Price Approach

The The study spanned the 20 years up to the end of December 2016 for older funds, or since inception for newer ones. It covered 18 diversified active U.S. equity funds currently advised by T. Rowe Price, including 2 institutional portfolios that are not directly available to individual investors. In instances where a portfolio manager managed multiple funds in a particular sub-asset class style (e.g., U.S. small-cap growth), we used only the strategy with the largest assets under management to avoid double counting. Benchmarks included the S&P 500, Russell 1000 Growth, Russell 2000 Growth, Russell 1000 Value, Russell 2000 Value, Russell 2000, Russell Midcap Growth, and Russell Midcap Value Indexes. Russell Investment Group is the source and owner of the trademarks, service marks, and copyrights related to the Russell indexes. Russell® is a trademark of Russell Investment Group.

According to Lipper Inc. Detailed information on our funds’ fees and expenses can be found in their prospectuses.
 

Important Information

This material, including any statements, information, data, and content contained within it and any materials, information, images, links, graphics, or recording provided in conjunction with this material are being furnished by T. Rowe Price for general informational purposes only. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price. The material does not constitute a distribution, an offer, an invitation, a recommendation, or a solicitation to sell or buy any securities in any jurisdiction. The material has not been reviewed by any regulatory authority in any jurisdiction. The material does not constitute advice of any nature, and prospective investors are recommended to seek independent legal, financial, and tax advice before making any investment decision.

Past performance is no guarantee of future results. All funds are subject to market risk, including possible loss of principal. There is no guarantee T. Rowe Price funds will outperform their benchmarks.

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T. Rowe Price Investment Services, Inc., Distributor

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