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Morningstar

T. Rowe Price Mutual Funds

View all of T. Rowe Price’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

T. Rowe Price Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 25 of 42 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
T. Rowe Price All-Cap Opportunities FundPRWAXLarge Growth16.56%420.790%AverageNo Load$2,500
T. Rowe Price All-Cap Opportunities-AdvPAWAXLarge Growth16.40%441.050%Above AverageNo Load$2,500
T. Rowe Price All-Cap Opportunities-IPNAIXLarge Growth16.66%410.660%AverageInstitutional$500,000
T. Rowe Price Capital AppreciationPRWCXModerate Allocation8.32%330.710%AverageNo Load$2,500
T. Rowe Price Capital Appreciation AdvPACLXModerate Allocation8.18%370.970%Above AverageNo Load$2,500
T. Rowe Price Capital Appreciation ITRAIXModerate Allocation8.41%320.590%LowInstitutional$500,000
T. Rowe Price Financial Services ITFIFXFinancial17.42%340.790%Below AverageInstitutional$500,000
T. Rowe Price Floating RatePRFRXBank Loan—4.94%310.780%Below AverageNo Load$2,500
T. Rowe Price Floating Rate ZTRIZXBank Loan—5.38%90.020%LowInstitutional—
T. Rowe Price Georgia Tax Free Bond ITBGAXMuni Single State Long—1.77%210.440%LowInstitutional$500,000
T. Rowe Price Global StockPRGSXGlobal Large-Stock Growth12.25%340.810%Below AverageNo Load$2,500
T. Rowe Price Global Stock AdvPAGSXGlobal Large-Stock Growth12.10%361.050%Above AverageNo Load$2,500
T. Rowe Price Instl Floating RateRPIFXBank Loan—5.22%130.570%LowInstitutional$1.0 Mil
T. Rowe Price Instl Floating Rate FPFFRXBank Loan—5.15%180.700%LowNo Load$2,500
T. Rowe Price Instl Floating Rate ZTRAZXBank Loan—5.55%70.020%LowInstitutional—
T. Rowe Price Maryland Tax-Free Bond ITFBIXMuni Single State Long—1.92%170.420%LowInstitutional$500,000
T. Rowe Price Mid-Cap ValueTRMCXMid-Cap Value13.11%60.850%Below AverageNo Load$2,500
T. Rowe Price Mid-Cap Value AdvTAMVXMid-Cap Value12.95%81.110%Above AverageNo Load$2,500
T. Rowe Price Mid-Cap Value ITRMIXMid-Cap Value13.21%60.720%Below AverageInstitutional$500,000
T. Rowe Price Mid-Cap Value ZTRTZXMid-Cap Value13.62%50.050%LowInstitutional—
T. Rowe Price Retirement 2010TRRAXTarget-Date 2000-20106.12%60.490%Above AverageNo Load$2,500
T. Rowe Price Retirement 2010 ITRPUXTarget-Date 2000-20106.25%10.340%AverageInstitutional$500,000
T. Rowe Price Retirement 2015TRRGXTarget-Date 20156.32%70.500%AverageNo Load$2,500
T. Rowe Price Retirement 2015 AdvisorPARHXTarget-Date 20156.26%70.750%HighNo Load$2,500
T. Rowe Price Retirement 2015 ITRUBXTarget-Date 20156.49%10.350%AverageInstitutional$500,000

T. Rowe Price Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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