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With over $574 billion of assets under management, T. Rowe Price is one of the world’s leading investment management companies. Founded in 1937 by Thomas Rowe Price, Jr, the company offers a wide range of mutual funds, sub-advisory and separate account management services for both individual and institutional investors. It relies on fundamental research and a disciplined approach to provide a full range of investment strategies. The company’s strict adherence to stated investment objectives ensures 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, investors can click here to see the complete list of funds.
T. Rowe Price Tax-Efficient Equity (PREFX - MF report) seeks maximum post tax capital appreciation. Common stocks constitute the majority of the fund’s investments. The fund focuses on acquiring domestic growth-oriented stocks. However, it may also purchase foreign stocks in order to achieve its objectives. The fund has a three year annualized return of 13.56%.
The T. Rowe Price mutual fund has an expense ratio of 1.03% compared to a category average of 1.27%.
T. Rowe Price Health Sciences (PRHSX - MF report) invests heavily in common stocks of companies whose primary operations are related to healthcare products or services, medicine or life sciences. The fund focuses on purchasing securities issued by large and mid-cap companies. The fund has a three year annualized return of 22.74%.
Kris H. Jenner is the fund manager and has managed this T. Rowe Price mutual fund since 2000.
T. Rowe Price California Tax-Free Bond (PRXCX - MF report) seeks income which is not subject to federal and California state income tax. The fund invests a large share of its assets in bonds exempt from these taxes. A maximum of 10% of its assets may be utilized to purchase securities rated below investment grade. The fund has a three year annualized return of 8.10%.
The T. Rowe Price mutual fund has an expense ratio of 0.51% compared to a category average of 0.94%.
T. Rowe Price Growth Stock (PRGFX - MF report) invests in companies with strong cash flow streams having the ability to pay progressively higher dividends. It focuses on on acquiring common stocks of a wide range of growth oriented firms. The fund has a three year annualized return of 13.79%.
As of September 2012, this T. Rowe Price mutual fund held 114 issues, with 12.17% of its total assets invested in Apple, Inc.
T. Rowe Price Financial Services (PRISX - MF report) seeks both capital growth and current income. The majority of its assets are invested in companies in the financial services sector. It may also purchase securities of companies with significant linkages to the sector. The fund has a three year annualized return of 7.78%.
Eric L. Veiel is the fund manager and he has managed this T. Rowe Price mutual fund since 2010.
To view the Zacks Rank and past performance of all T. Rowe Price mutual funds, investors can click here to see the complete list of funds.
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.