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|Zacks Rank||Definition||Annualized Return|
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Founded in 1937 by Thomas Rowe Price, Jr. T. Rowe Price is one of the oldest investment management firms in the U.S. With over $510 billion of assets under management, the company offers a wide range of mutual funds, sub-advisory and separate account management services. It relies on fundamental, proprietary research to create a culture of value-added, active fund management. The company’s adherence to stated investment objectives regardless of prevailing market conditions has the long term integrity of its client portfolios.
Below we will share with you 5 top rated T. Rowe Price mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these funds to outperform their peers in the future. To view the Zacks Rank and past performance of all T. Rowe Price funds, then click here.
T. Rowe Price Personal Strategy Balanced (TRPBX - MF report) invests in a diversified portfolio, with 60% of its assets invested in stocks, 30% in bonds and 10% in money market securities. It seeks highest total return with an equal emphasis on income and capital growth. The fund has a ten year annualized return of 6.3%.
The T. Rowe Price mutual fund has a minimum initial investment of $2,500 and an expense ratio of 0.68% compared to a category average of 0.99%.
T. Rowe Price New Horizons (PRNHX - MF report) seeks long-term capital appreciation. It invests a wide range of small and emerging firms which are not well known at the time of investment. The fund has a three year annualized return of 11.29%.
The Fund Manager is Henry Ellenbogen and he has managed this T. Rowe Price fund since 2010.
T. Rowe Price Diversified Small Cap Growth (PRDSX - MF report) invests the majority of its assets in small cap companies which are part of the MSCI US Small-Cap Growth Index. The fund aims at holding a widely diversified portfolio, with the top 25 holdings mot making up a large share of its assets. The fund returned 43.65% over the last one year period.
The T. Rowe Price mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.25% compared to a category average of 1.52%.
T. Rowe Price Emerging European & Mediterranean (TREMX - MF report) seeks capital growth over the long term. The fund invests at least 80% of its assets in emerging European markets such as the former Soviet Union, the Middle East and North Africa. The fund has a five year annualized return of 5.57%.
As of March 2011, this T. Rowe Price mutual fund held 44 issues, with 8.45% of its total assets invested in Sberbank of Russia OJSC.
T. Rowe Price International Discovery (PRIDX - MF report) invests heavily in foreign companies and invest in both developed and emerging markets. It focuses on small and mid-cap companies. The fund returned 36.09% over the last one year period and has a five year annualized return of 5.6%.
Justin Thomson is the fund manager and has managed this T. Rowe Price mutual fund since 1999.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds/mutualfunds/
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