BALTIMORE, Aug. 17, 2017
/PRNewswire/ -- T. Rowe Price Group (NASDAQ-GS: TROW) announced
today that 25 of its mutual funds have been chosen by Charles
Schwab Investment Advisory, Inc. (CSIA) to be on the 2017 Q3 Schwab
Mutual Fund OneSource Select List®.
Mutual funds on the Select List are rigorously screened by
Schwab experts based on such factors as risk, performance, and
expenses.
"We are pleased that 25 of our mutual funds have been named to
the Schwab Mutual Fund OneSource Select List," said Steve Larson, head of Platform Services,
Financial Institutions Group – U.S. Intermediaries for T. Rowe Price. "Our inclusion on this list
points to Schwab's recognition of our consistently strong
investment performance and skilled active management in equity,
fixed income and asset allocation strategies."
The 25 T. Rowe Price mutual funds on the list are:
Fund/Strategy
|
Blue Chip Growth
Fund
|
Equity Income
Fund
|
Financial Services
Fund
|
Real Assets
Fund
|
Small-Cap Value
Fund
|
European Stock
Fund
|
Japan Fund
|
Latin America
Fund
|
New Asia
Fund
|
Overseas Stock
Fund
|
Spectrum
International Fund
|
Emerging Markets Bond
Fund
|
GNMA Fund
|
Limited Duration
Inflation Focused Fund
|
Summit Municipal
Intermediate Fund
|
Ultra-Short-Term Bond
Fund
|
U.S. Bond Enhanced
Index Fund
|
Retirement 2020
Fund
|
Retirement 2025
Fund
|
Retirement 2030
Fund
|
Retirement 2035
Fund
|
Retirement 2040
Fund
|
Retirement 2045
Fund
|
Retirement 2050
Fund
|
Retirement 2055
Fund
|
T. Rowe Price mutual funds became
eligible for the Schwab Mutual Fund OneSource Select List when 100
Investor Class shares of its mutual funds were made available with
no loads and no transaction fees through the Schwab Mutual Fund
OneSource® service on April 3,
2017.
Download a prospectus (link to:
https://www4.troweprice.com/gis/fai/us/en/search.html/literature/Prospectus)
T. Rowe Price mutual funds are
subject to ongoing management fees and may be subject to redemption
fees. See prospectus for details. All funds are subject to market
risk, including possible loss of principal.
T. Rowe Price Investment Services, Inc., distributor.
ABOUT T. ROWE
PRICE
T. Rowe Price's U.S.
Intermediaries business (USI) focuses on deepening and growing
partnerships with retirement, financial institutions and advisors.
USI offers a full range of investment management strategies across
multiple sectors, styles, and regions.
Founded in 1937, Baltimore-based T. Rowe Price Group, Inc.
(troweprice.com) is a global investment management organization
with $927 billion in assets under
management as of July 31, 2017. The
organization provides a broad array of mutual funds, subadvisory
services, and separate account management for individual and
institutional investors, retirement plans, and financial
intermediaries. The company also offers sophisticated investment
planning and guidance tools. T. Rowe
Price's disciplined, risk-aware investment approach focuses
on diversification, style consistency, and fundamental research.
For more information, visit troweprice.com or our Twitter,
YouTube, LinkedIn, and Facebook sites.
Schwab Mutual Fund OneSource® and Schwab Mutual Fund OneSource
Select List® are registered marks of Charles Schwab & Co., Inc. and used with
permission.
Any information provided by T. Rowe
Price should not be considered either a recommendation by
Schwab or a solicitation of any offer to purchase or sell any
securities, and Schwab makes no representations regarding
T. Rowe Price.
Charles Schwab & Co., Inc.,
member SIPC, receives remuneration from fund companies
participating in Schwab's Mutual Fund OneSource® service for record
keeping, shareholder services and other administrative services.
Schwab also may receive remuneration from transaction fee fund
companies for certain administrative services.
Charles Schwab Investment Advisory, Inc. (CSIA) is an affiliate
of Charles Schwab & Co.,
Inc.
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
Member FINRA/SIPC
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SOURCE T. Rowe Price Group, Inc.