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Top 5 Zacks #1 Ranked T. Rowe Price Mutual Funds - Best of Fund Family

Tue, 15 May 2012
Zacks Investment Research

Founded in 1937 by Thomas Rowe Price, Jr. T. Rowe Price is one of the oldest investment management firms in the U.S. With over $555 billion of assets under management, the company offers a wide range of mutual funds, sub-advisory and separate account management services. It relies on fundamental, proprietary research to create a culture of value-added, active fund management. The company’s adherence to stated investment objectives regardless of prevailing market conditions secures the long term integrity of its client portfolios.

Below we will share with you 5 top rated T. Rowe Price mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these funds to outperform their peers in the future. To view the Zacks Rank and past performance of all T. Rowe Price funds, investors can click here to see the complete list of funds.

T. Rowe Price Diversified Small Cap Growth (PRDSX) invests the majority of its assets in small cap companies which are part of the MSCI US Small-Cap Growth Index. The fund aims at holding a widely diversified portfolio, with the top 25 holdings mot making up a large share of its assets. The fund has a three year annualized return of 32.26%.

The T. Rowe Price mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.10% compared to a category average of 1.46%.

T. Rowe Price Tax-Free High-Yield (PRFHX) seeks current income which is not subject to federal income tax. The fund invests a large share of its assets in high default risk or speculative bonds. It may utilize no more than 10% of its assets to purchase bonds in default. The fund has a three year annualized return of 13.7%.

James M. Murphy is the fund manager and he has managed this T. Rowe Price mutual fund since 2002.

T. Rowe Price New Asia (PRASX) invests the majority of its assets in the South East Asian region, India and China. The fund may also look to invest in securities from Vietnam and Pakistan. The fund has a three year annualized return of 34.68%.

As of March 2012, this T. Rowe Price mutual fund held 94 issues, with 4.91% of its total assets invested in Samsung Electronics Co Ltd.

T. Rowe Price Corporate Income (PRPIX) seeks high income. The fund invests a large share of its assets in corporate debt. It may also invest up to 25% of its assets in a wide range of securities including convertible debt and preferred stock. The fund has a three year annualized return of 13.95%.

The T. Rowe Price mutual fund has a minimum initial investment of $2,500 and an expense ratio of 0.64% compared to a category average of 0.95%.

T. Rowe Price Real Estate (TRREX) invests the majority of its assets in real estate companies. The fund focuses on acquiring equity securities and does not own real estate directly. The fund has a three year annualized return of 45.71%.

David M. Lee is the fund manager and he has managed this T. Rowe Price mutual fund since 1997.

To view the Zacks Rank and past performance of all T. Rowe Price mutual funds, investors can click here to see the complete list of funds.

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds.

View All Zacks #1 Ranked Mutual Funds

To read this article on Zacks.com click here.

Zacks Investment Research

Mutual Fund Power Player: $1.6 Trillion Worth of Advice

CNBC.com
Thu, 10 May 2012 17:46 GMT
Ronald O'Hanley, Fidelity Asset Management president, discusses where the average 401(k) participant is positioned and investing in Facebook's IPO, with CNBC's Tyler Mathisen.

Comment on Poll: Is Gold the best investment? by Brendan Burns

ino.com
Fri, 04 May 2012 14:23:35 +0000
“More Americans continue to consider gold the best long-term investment among the major options available,” Gallup declared in an April update of its annual Economy and Personal Finance poll. Twenty-eight percent of respondents chose bullion as their top vehicle, followed by 20% for real estate, 19% favoring stocks/mutual funds, 19% picking savings accounts/CDs, and only 8% opting for bonds. Gallup concluded: “Investing in gold has gained in popularity in recent years as low interest rates have made traditional savings instruments less attractive, and instability in the stock and real-estate markets has undermined the mass appeal of those options. " • Americans feel “gold is the safest long term investment” today, a Gallup survey has found. • Gold was favored over four other types of investments perceived as the best long term choice for American investors today. • 28% of the American public chose gold as their favored investment of choice today. • Real estate followed in second place, with 20% seeing it as the best long term investment. • Paper assets were less popular with savings accounts and certificates of deposits (CDs) tied with stocks and mutual funds at 19%. • Bonds came last at 8%.

5 Stocks Endowment Funds Are Buying in 2012

CNBC.com
Thu, 05 Apr 2012 15:26 GMT
Forget the hedge funds and mutual funds for a minute. If you want to follow the moves of a prescient group of professional investors, keep an eye on the endowments. Today, we'll take a look at five of the biggest position increases endowment funds took on.

Comment on ETFs: Do You Really Know What You’re Buying? by Guest

ino.com
Thu, 29 Mar 2012 13:09:57 +0000
In other words, ETF's share many of the same problems as mutual funds: unless you want to place blind trust in them you have to spend considerable time investigating what shares or assets they actually hold without any way of knowing that this information is current.

ETFs: Do You Really Know What You’re Buying?

ino.com

Exchange-traded funds have been all the rage in recent years – they are easy to buy, easy to sell, and often have lower expense ratios than index mutual funds. But the Casey Research team dug deep into the complex world of ETFs and found that in many cases, their names can be utterly deceptive. Here ...

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