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Investing Specialists

Retirement 'Bucket' Portfolios for T. Rowe Price Investors

The topnotch steward fields serviceable--or better--funds in all major asset classes.

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Editor's note: These portfolios were reviewed on June 10, 2019.

T. Rowe Price has been one of Morningstar's favorite fund shops for decades. Though a public company, the firm has managed to serve both of its constituencies well: its fund shareholders as well as owners of  T. Rowe (TROW) equity. To do so, the firm has generally kept expenses reasonable, fielded a utilitarian lineup light on trendy, ripped-from-the-headlines funds, and held on to managers for much of their careers. Although the firm has seen some significant management changes, and especially retirements, over the past decade, this is typically a sober, responsible shop that uses patient, disciplined strategies to help shareholders reach their goals. 

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.