Tax-Efficient Retirement Saver Portfolios for T. Rowe Price Investors

Despite the firm's lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.

Sep 6, 2018

Mentioned: T. Rowe Price Summit Municipal Inc Inv (PRINX) , T. Rowe Price Blue Chip Growth (TRBCX) , T. Rowe Price Equity Income (PRFDX) , T. Rowe Price Mid-Cap Growth (RPMGX) , T. Rowe Price Dividend Growth (PRDGX) , T. Rowe Price New America Growth (PRWAX) , T. Rowe Price Small-Cap Value (PRSVX) , T. Rowe Price Tax-Free High Yield (PRFHX) , T. Rowe Price Tax-Free Shrt-Interm (PRFSX) , T. Rowe Price Summit Municipal Intm Inv (PRSMX)

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

Actively managed equity funds like T. Rowe Price Blue Chip Growth (TRBCX), Equity Income (PRFDX), and Mid-Cap Growth (RPMGX) have long been considered the jewels in the crown at the Baltimore-based mutual fund giant.

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

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