TFIFX – T. Rowe Price Financial Services I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and a modest level of income. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of companies in the financial services industry. Any derivatives that provide exposure to the investment focus suggested by the fund’s name, or to one or more market risk factors associated with the investment focus suggested by the fund’s name, are counted (as applicable) toward compliance with the fund’s 80% investment policy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PRISX	T. Rowe Price Financial Services Fund	No Load	Open			Sep 30, 1996	$913.77M	0.860%	Below Average	$2,500	−$321.51M
TFIFX	T. Rowe Price Financial Services Fund I Class	Institutional	Open			Nov 29, 2016	$931.75M	0.710%	Below Average	$500,000	−$41.55M

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