Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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.
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 Fund | PRWAX | Large Growth | 20.28% | 53 | 0.790% | Average | No Load | $2,500 | ||
T. Rowe Price All-Cap Opportunities-Adv | PAWAX | Large Growth | 20.13% | 54 | 1.050% | Above Average | No Load | $2,500 | ||
T. Rowe Price All-Cap Opportunities-I | PNAIX | Large Growth | 20.37% | 52 | 0.660% | Average | Institutional | $500,000 | ||
T. Rowe Price Capital Appreciation | PRWCX | Moderate Allocation | 7.40% | 44 | 0.710% | Average | No Load | $2,500 | ||
T. Rowe Price Capital Appreciation Adv | PACLX | Moderate Allocation | 7.25% | 48 | 0.970% | Above Average | No Load | $2,500 | ||
T. Rowe Price Capital Appreciation I | TRAIX | Moderate Allocation | 7.46% | 43 | 0.590% | Low | Institutional | $500,000 | ||
T. Rowe Price Financial Services I | TFIFX | Financial | 12.17% | 14 | 0.790% | Below Average | Institutional | $500,000 | ||
T. Rowe Price Floating Rate | PRFRX | Bank Loan | — | 4.26% | 42 | 0.780% | Below Average | No Load | $2,500 | |
T. Rowe Price Floating Rate Z | TRIZX | Bank Loan | — | 4.65% | 16 | 0.020% | Low | Institutional | — | |
T. Rowe Price Georgia Tax Free Bond I | TBGAX | Muni Single State Long | — | 1.09% | 21 | 0.440% | Low | Institutional | $500,000 | |
T. Rowe Price Global Stock | PRGSX | Global Large-Stock Growth | 17.32% | 21 | 0.820% | Below Average | No Load | $2,500 | ||
T. Rowe Price Global Stock Adv | PAGSX | Global Large-Stock Growth | 17.16% | 22 | 1.080% | Above Average | No Load | $2,500 | ||
T. Rowe Price Instl Floating Rate | RPIFX | Bank Loan | — | 4.52% | 22 | 0.570% | Low | Institutional | $1.0 Mil | |
T. Rowe Price Instl Floating Rate F | PFFRX | Bank Loan | — | 4.46% | 25 | 0.700% | Low | No Load | $2,500 | |
T. Rowe Price Instl Floating Rate Z | TRAZX | Bank Loan | — | 4.81% | 11 | 0.020% | Low | Institutional | — | |
T. Rowe Price Maryland Tax-Free Bond I | TFBIX | Muni Single State Long | — | 1.20% | 12 | 0.420% | Low | Institutional | $500,000 | |
T. Rowe Price Mid-Cap Value | TRMCX | Mid-Cap Value | 7.95% | 6 | 0.850% | Below Average | No Load | $2,500 | ||
T. Rowe Price Mid-Cap Value Adv | TAMVX | Mid-Cap Value | 7.83% | 7 | 1.110% | Above Average | No Load | $2,500 | ||
T. Rowe Price Mid-Cap Value I | TRMIX | Mid-Cap Value | 8.03% | 5 | 0.720% | Below Average | Institutional | $500,000 | ||
T. Rowe Price Mid-Cap Value Z | TRTZX | Mid-Cap Value | 8.40% | 5 | 0.050% | Low | Institutional | — | ||
T. Rowe Price Retirement 2010 | TRRAX | Target-Date 2000-2010 | 5.64% | 6 | 0.490% | Above Average | No Load | $2,500 | ||
T. Rowe Price Retirement 2010 I | TRPUX | Target-Date 2000-2010 | 5.84% | 1 | 0.340% | Average | Institutional | $500,000 | ||
T. Rowe Price Retirement 2015 | TRRGX | Target-Date 2015 | 5.99% | 3 | 0.500% | Average | No Load | $2,500 | ||
T. Rowe Price Retirement 2015 Advisor | PARHX | Target-Date 2015 | 5.84% | 7 | 0.750% | High | No Load | $2,500 | ||
T. Rowe Price Retirement 2015 I | TRUBX | Target-Date 2015 | 6.07% | 1 | 0.350% | Average | Institutional | $500,000 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
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