T. Rowe Price – Mutual Funds, Retirement Planning and Investment Services. The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate year an investor plans to retire (assumed to be age 65) and likely stop making new investments in the fund. If an investor plans to retire significantly earlier or later than age 65, the funds may not be an appropriate investment even if the investor is retiring on or near the target date.
The funds’ allocations among a broad range of underlying T. Rowe Price stock and bond funds will change over time. Copyright © 2014 Morningstar, Inc. Copyright 1996—2014, T. Tools. Advisor tools Create and evaluate client portfolios Compare two portfolios Create and add a custom benchmark Quick info Compare and print as a PDF up to four mutual funds, ETFs, or benchmarks from any fund family based on characteristics such as expenses, returns, risk, and portfolio attributes. Provide broad asset-class exposure to U.S. and International equities and investment-grade taxable bonds in an asset allocation framework using Vanguard ETFs. Determine the true expense of owning an investment product and its impact to your client portfolios based on factors such as expense ratio, trading costs, and bid-ask spreads. Find Vanguard and non-Vanguard products using more than 25 specific performance, risk, cost, and other characteristics.
Enter a non-Vanguard ETF or mutual fund, and we'll tell you which Vanguard products have similar characteristics and historical performance. Find Vanguard stock and balanced products that contain a certain stock holding. Investment Planning & Retirement Guidance - Fidelity. USAA Financial Planning & Investing. Morningstar Stock, Mutual Fund, Bond, ETF Investment Research. Today's Markets - Yahoo! Finance - The basics of investing.