Visit your platform to view a list of T. Rowe Price funds now available with no transaction fee.
Top funds. Low cost. Expanded relationship.
As part of our continuing commitment to help you service your clients, T. Rowe Price Investor Class funds are now available with no transaction fees on most custodial platforms. The same deep expertise from our portfolio managers is also now available in I-Class shares, with a transaction fee.
This expanded relationship is designed to help you bring your clients:
Over 60 of our funds have earned 4- or 5-star Overall Morningstar Ratings as of 7/31/18.*
The deep expertise of our portfolio managers and investment team.
Access to active funds that can navigate down markets and help manage risk so investors stay on track toward their goals.
T. Rowe Price mutual funds are subject to ongoing management fees and may be subject to redemption fees. See prospectus for details.
*As of 7/31/18, 65 of 120 of our rated funds (Investor Class only) received an overall rating of 5 or 4 stars.
Morningstar 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. The Morningstar Rating TM 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: © 2018 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 cannot guarantee future results.