8 Best T. Rowe Price Funds to Buy for 2026

T. Rowe Price has spent nearly 90 years building a reputation as a stalwart in wealth management and investment products. That work has been rewarded with $1.8 trillion in investor assets—much of which rests in the firm’s skillfully managed funds.

The keyword there is “managed.”

T. Rowe Price stands apart from many of its competitors because of its continued commitment and dedication to a human-centric approach to investing. While fund firms like Vanguard and BlackRock have aggressively built up product lineups controlled by rules-based indexes, the vast majority of T. Rowe Price’s offerings continue to offer portfolios hand-picked by human managers and analysis teams—just like they have been for decades.

But which T. Rowe Price funds stand out from the pack? Let’s look at some of their top funds—a short list of core portfolio holdings that stand out for their strategic excellence and sound managerial judgment. 

Disclaimer: This article does not constitute individualized investment advice. Individual securities, funds, and/or other investments appear for your consideration and not as personalized investment recommendations. Act at your own discretion.

Featured Financial Products

Why T. Rowe Price?

---

Thomas Rowe Price, Jr., founded his namesake company in 1937 as a wealth management firm, and by 1950, the firm had launched its first mutual fund. Fast-forward to today, and the company has exploded into a financial giant commanding nearly $2 trillion in assets, boasting nearly 8,000 associates worldwide, and offering more than 300 mutual funds here in the U.S. alone.

That growth has come largely on the back of stellar managers—stars like former T. Rowe Price Health Sciences head Kris Jenner and current T. Rowe Price Capital Appreciation Manager David Giroux. But it’s also worth noting that while T. Rowe isn’t really known for skinflint fees, its expenses tend to be quite competitive, helping to attract investor money, too.

A few stats help tell the tale:

• More than 80% of T. Rowe Price funds charge expenses lower than the average price of comparable active funds in their Morningstar category.
• T. Rowe Price mutual funds with a minimum 10-year track record beat comparable passive peer funds 67% of the time (measured in 10-year periods over the past 20 years), which is better than the average across all active managers and across the five largest active managers.
• 94% of T. Rowe retirement funds with a minimum 10-year track record beat their Lipper average for the period.

Put simply: T. Rowe offers productive, cost-effective investment products across numerous core and satellite strategies. And it does so while keeping human managers front and center.

Related: The 13 Best Mutual Funds to Buy for 2026

How Were the Best T. Rowe Price Funds Selected?

---

T. Rowe Price boasts more than 150 mutual funds across a number of strategies—stock, bond, allocation, target-date, and more. That’s many, many more than any one investor would ever need, but given their generally high overall quality, whittling it down to a few select choices isn’t exactly easy.

I start virtually every review of investment funds by booting up Morningstar Investor and running a quality screen I customize for each article. Here, I began by singling out T. Rowe funds that have earned a Morningstar Medalist rating of Gold or Silver. Whereas Morningstar’s Star ratings are based upon past performance data, Morningstar Medalist ratings are a forward-looking analytical view of a fund. Per Morningstar:

“For actively managed funds, the top three ratings of Gold, Silver, and Bronze all indicate that our analysts expect the rated investment vehicle to produce positive alpha relative to its Morningstar Category index over the long term, meaning a period of at least five years. For passive strategies, the same ratings indicate that we expect the fund to deliver alpha relative to its Morningstar Category index that is above the lesser of the category median or zero over the long term.”

A Medalist rating doesn’t mean Morningstar is necessarily bullish on the underlying asset class or categorization. It’s merely an expression of confidence in the fund compared to its peers. Screening for Gold- and Silver-rated funds helps to find high-quality products across a number of categories.

Unlike some of the other big-name fund providers, T. Rowe Price hasn’t made a name for itself by pushing fees to the floor. So I’ve limited the list to T. Rowe mutual funds with costs that are at least considered average within their category, if not below average.

From the remaining universe of several dozen funds, I selected a range of products that address various core portfolio goals, have good-to-great track records, and are generally accessible to most investors (reasonable investment minimums, can be bought in most accounts).

Note: Mutual funds selected for 2026 all had Gold or Silver Medalist ratings as of January 2026. Funds will remain on the list throughout 2026 as long as they maintain a minimum of Bronze. Funds that fall below that threshold will be replaced.

Related: 15 Dividend Kings for Royally Resilient Income

The Best T. Rowe Price Mutual Funds to Buy

---

Below are eight great T. Rowe Price funds best suited as core portfolio holdings.

All of the T. Rowe Price funds listed here have a $2,500 minimum initial investment unless otherwise indicated (after that, additional purchase minimums are just $100) and are open to new investors. If you purchase these funds within an IRA, you can typically do so at smaller minimums, often just $1,000. And if any of these T. Rowe Price funds are available in your 401(k), you can buy them with no investment minimum.

Also worth noting: All but one of these funds are actively managed. While T. Rowe does have a solid lineup of index funds, managed funds earn an overwhelming majority of the firm’s Morningstar Gold Medalist ratings.

In no particular order …

1. T. Rowe Price Equity Index 500

---

• Style: U.S. all-cap growth stock
• Assets under management: $35.3 billion
• Dividend yield: 1.0%
• Expense ratio: 0.19%, or $1.90 per year for every $1,000 invested
• Morningstar Medalist rating: Silver

I realize I set this list up with a lot of pomp about actively managed funds. I say that so you know I’m fully aware I’m starting this list with an index fund.

While T. Rowe Price’s managers are generally excellent, when it comes to large-cap stocks*, it’s tough to beat the S&P 500. Human managers in the “large blend” space (funds, like S&P 500 products, that hold large-cap growth stocks and value stocks) have historically struggled to consistently eclipse the index. Indeed, S&P Dow Jones Indices data, which now includes full-year 2025 performances, shows that only 14% of large-cap funds were able to outdo the S&P 500 over the trailing 10-year period. That number steps down to 10% over the trailing 15 years.

“I know guys that rate active managers in all these categories, and even they’re like, ‘I’m not buying actively managed large blend; I’m just indexing,'” says Daniel Sotiroff, Senior Analyst for ETF and Passive Strategies at Morningstar. “Because it’s so brutally tough to beat a dirt-cheap index fund in the large blend category.”

Listen. Warren Buffett himself has said on multiple occasions that most investors most of the time should simply invest in an S&P 500 index fund and be done with it. He’s smarter than I am. So I say “follow his advice,” which you can do with the T. Rowe Price Equity Index 500 (PREIX).

PREIX holds 500 of America’s largest companies. But it doesn’t do so evenly. Like many indexes, the S&P 500 is what’s called “market-cap weighted,” which means the larger the company, the more weight the stock has in the index (and thus the more impact it has on returns). Thus, right now, PREIX dedicates the largest portions of its assets to companies like Nvidia (NVDA), Apple (AAPL), and Alphabet (GOOGL) whose market caps are measured in trillions of dollars.

Financial experts frequently suggest using an S&P 500 fund as the core of your portfolio given its exposure to hundreds of larger, more financially stable companies across all sectors—from tech to health care to real estate. Because of this diversity of holdings, the S&P 500 not only provides access to the growth of the American economy, but a modest level of dividend income, too. PREIX’s yield might not seem like much right now. However, reinvested over time, the S&P 500’s dividends make up roughly 35% to 50% of the index’s returns over the very long term (depending on the time period and study you’re looking at).

Turnover—how much the fund tends to buy and sell holdings—is extremely low, too, because only a handful of stocks enter or leave the index in any given year. As a result, PREIX typically makes little to no capital gains distributions (which are taxable) at the end of each year, making it a very tax-efficient investment for taxable brokerage accounts.

One weakness we can’t ignore: Its expenses. At 0.19%, Equity Index 500 is much more expensive than not just S&P 500 ETFs, but other S&P 500 mutual funds. Indeed, I’ll note that while PREIX earns a Silver Morningstar Medalist rating, less expensive S&P 500 funds from other providers garner Gold ratings. However, it’s still a dominant strategy that’s worth examining if you invest solely in T. Rowe Price funds.

* There are different ways to define “cap” levels. We’re adhering to Morningstar’s definition, which says the largest 70% of companies by market capitalization within a fund’s “style” are large caps, the next 20% by market cap are mid-caps, and the smallest 10% by market cap are small caps.

Want to learn more about PREIX? Check out the T. Rowe Price provider site.

Do you want to get serious about saving and planning for retirement? Sign up for Retire With Riley, Young and the Invested’s free retirement planning newsletter.

Related: The 11 Best Fidelity Funds You Can Own

2. T. Rowe Price Dividend Growth Fund

---

• Style: U.S. large-cap dividend-growth stock
• Assets under management: $22.6 billion
• Dividend yield: 0.9%
• Expense ratio: 0.64%, or $6.40 per year for every $1,000 invested
• Morningstar Medalist rating: Gold

All dividend funds aren’t created equally. If you see a fund with “dividend” in its name and assume it’s trying to deliver a superior dividend yield, chances are you’ll be right more often than you’ll be wrong. But that’s not the case with T. Rowe Price Dividend Growth Fund (PRDGX).

PRDGX is a dividend-growth fund. This kind of strategy involves owning companies that regularly improve their payouts over time, which accomplishes a couple of things. For one, while it might not score you high current yield, it can generate a higher “yield on cost” down the road. Yield on cost is what you’re actually earning based on the price at which you bought the stock. (Example: A $100 stock paying $1 in annual dividends yields 1%. But because you bought the stock at $50, your yield on cost is 2%.)

Also, dividend-growth stocks tend to be high-quality equities. After all, you can’t sustainably increase how much cash you’re shelling out to shareholders if you’re unable to turn a profit—you need strong financials and excellent cash flows. So dividend growth is often considered a quality screen of sorts that ensures the fund owns a higher grade of company.

That’s what you get with PRDGX.

“Manager Tom Huber focuses on financially healthy companies that can maintain above-average payout growth,” Morningstar analyst Stephen Welch says. “He believes dividend growers offer outperformance with lower volatility.” 

Huber, who has run the fund for a quarter-century, is tasked with building a portfolio of companies “that have a strong track record of paying dividends or that are expected to increase their dividends over time.” I emphasize “or” because it’s … well, different. Many dividend-growth index funds are required, thanks to the rules that govern the index, to own companies that have improved their payouts without interruption for some set period of time. That’s not the case with T. Rowe Price Dividend Growth. Huber has full discretion here. 

For instance, holding Ross Stores (ROST) actually suspended its distribution for a few quarters in 2020—and was booted from the Dividend Aristocrats as a result. However, it resumed payouts in 2021 at its previous level and has raised each year since then, so it’s certainly a dividend grower once more.

But ROST is an outlier. The fund’s 92-stock portfolio is chock-full of blue-chip serial dividend raisers such as Visa (V), Chubb (CB), and Walmart (WMT).

I’ll also note that the actively managed T. Rowe Price Dividend Growth ETF (TDVG) offers similar exposure and charges 0.50% annually.

Want to learn more about PRDGX? Check out the T. Rowe Price provider site.

Make Young and the Invested your preferred news source on Google

Simply go to your preferences page and select the ✓ box for Young and the Invested. Once you’ve made this update, you’ll see Young and the Invested show up more often in Google’s “Top Stories” feed, as well as in a dedicated “From Your Sources” section on Google’s search results page.

3. T. Rowe Price Diversified Mid Cap Growth Fund

---

• Style: U.S. mid-cap growth stock
• Assets under management: $4.3 billion
• Dividend yield: 0.0%
• Expense ratio: 0.84%, or $8.40 per year for every $1,000 invested
• Morningstar Medalist rating: Silver

Mid-cap stocks enjoy some qualities of their large-cap brethren (some size, some stability, revenue stream diversity, some access to capital) and some qualities of smaller firms (they’re nimble and have more upside potential). That “just right” combination of traits has given mid-caps the moniker of “Goldilocks stocks.”

It has also made them awfully competitive.

“Since 1978, mid-cap stocks have outperformed small-caps over each of these rolling time periods: five, 10, 20, 30 and 40 years,” says Oregon-based equity manager Jensen Investment Management. “They’ve even bested large-caps over the 30- and 40-year windows. These returns came with lower volatility than small-caps as well, making the evidence even more compelling. … That means mid-caps haven’t just delivered better performance—they’ve done it more consistently, with fewer drawdowns.”

T. Rowe Price Diversified Mid-Cap Growth Fund (PRDMX), run under the watchful eye of Donald Peters for more than 20 years, is a portfolio of roughly 280 midsized stocks that management believes will grow their earnings at a faster rate than the average company.

As is frequently the case with mid-cap funds, PRDMX isn’t a pure-play mid-cap fund. Roughly 75% of assets are invested in “mids,” yes. But another 15% or so is in smaller companies, while the remainder of assets are used to own smaller large caps. You’ll frequently see this in larger portfolios simply because the world of mid-caps is relatively small.

This T. Rowe Price fund is invested in exactly the sectors you’d expect from a growth product: technology, industrials, and consumer cyclicals each account for 20% of assets, while health care is another 16%. Its largest positions are a little more concentrated than you get in many index funds. However, even top holdings Howmet Aerospace (HWM) and Royal Caribbean (RCL) account for less than 3% of assets each, so concentration risk isn’t terribly high.

Performance is laudable; Peters has bested the Morningstar category and index returns over every significant time period.

Want to learn more about PRDMX? Check out the T. Rowe Price provider site.

Make sure you sign up for The Weekend Tea, Young and the Invested’s free weekly newsletter that over 10k monthly readers use to level up their money know-how.

4. T. Rowe Price Global Stock Fund

---

• Style: Global large-cap growth stock
• Assets under management: $7.2 billion
• Dividend yield: 0.1%
• Expense ratio: 0.81%, or $8.10 per year for every $1,000 invested
• Morningstar Medalist rating: Gold

The U.S. has been one of the world’s most fruitful stock markets for decades. So if you believe in the American economy’s ability to keep growing, naturally, you should continue to invest the lion’s share of your money in U.S. assets.

Still, many advisors will tell you it’s important to diversify geographically, too—a little hedging of bets, sure, but also, there are hundreds of high-achieving companies scattered across the globe, and it makes sense to have a little exposure to those firms, too.

You can get the best of both worlds with the T. Rowe Price Global Stock Fund (PRGSX).

An important note about fund terminology. The word “international” in a fund’s name implies its holdings come from anywhere but America. However, the word “global” implies that the fund holds both U.S. and international stocks. PRGSX is the latter. This 126-stock portfolio, which is overwhelmingly large-cap in nature and has a clear bent toward growth stocks, is split roughly 55% domestic/45% foreign. The international portion of the portfolio is most heavily tilted toward Taiwan, the U.K., the Netherlands, and South Korea right now. Top 10 holdings are thick in U.S. stocks, but Taiwan Semiconductor (TSM), Unilever (UL), Samsung, and Chugai Pharmaceutical (CHGCY) make the cut for the away team.

Manager David Eiswert and his team of global analysts home in on companies capable of generating above-average earnings growth over time.

“Many investment managers prefer a stable market environment, but this strategy’s skipper is always on the hunt for change,” Morningstar’s Sabban says. “Manager David Eiswert has built a great track record on the back of strong stock selection, timely trades, and the mental flexibility to pivot away from profitable trends before they sour.”

Even at its worst, PRGSX still tends to top the category average. But when it shines—which it does over most medium- and long-term time frames—it’s not just one of the best T. Rowe Price mutual funds you can buy, but one of the best funds period.

Want to learn more about PRGSX? Check out the T. Rowe Price provider site.

Featured Financial Products

Related: The 10 Best Vanguard Funds to Buy for the Everyday Investor

5. T. Rowe Price Dynamic Credit Fund

---

• Style: Nontraditional bond
• Assets under management: $1.2 billion
• SEC yield: 7.3%*
• Expense ratio: 0.63%**, or $6.30 per year for every $1,000 invested
• Morningstar Medalist rating: Silver

Most investors will want some exposure to bonds, but how much will largely be determined by your age. Bonds have little growth potential but produce a dependable stream of income, so they’re not great for generating wealth (your prime concern when you’re younger), but they’re outstanding for protecting wealth (increasingly pivotal as you age). That said, buying individual bonds is difficult because of a dearth of data and research on single issues; bond funds are a more practical solution for most people. 

Many bond products must stay within certain parameters—they can only hold these kinds of bonds, they have to have this percentage of investment-grade bonds, maturities must be at least this long. But nontraditional bond funds’ restraints are typically few and far between, with managers given not just a long leash on the types of bonds they can carry, but sometimes also permission to use derivatives.

Or as Morningstar beautifully puts it, “nontraditional bond funds are like the grade-school kids that liked to color outside the lines.”

But freedom doesn’t necessarily mean every nontraditional bond fund will be full of exotic holdings. The Silver-rated T. Rowe Price Dynamic Credit Fund (RPIDX), for instance, is currently about 50% invested in corporate bonds, 14% in collateralized debt, and 10% in government bonds. It also has a little bit of corporate junk (3%) and a high (17%) amount of cash reserves; the rest is scattered across varied debt types. This is also very much a “global” fund, as about a third of the portfolio is ex-U.S. in nature; nothing too out of the ordinary.

That said, managers Kenneth Orchard and Steeve Boothe currently have an aggressive stance from a credit-quality perspective. The majority of holdings (50%) are junk-rated, and more than half of that is B or worse. Less than 20% of the portfolio is investment-grade. The remainder (that isn’t cash reserves) is “not rated,” which simply means they’re not rated by Moody’s or Standard & Poor’s—it doesn’t imply anything about quality one way or another. Investors with the stomach for it are earning well more than 7% for their trouble, though.

RPIDX hit the markets in January 2019, so it’s not a terribly old fund. But so far, so good. It has beaten the category and Morningstar’s performance benchmark index over every meaningful time period, and its returns are within the top 15% of nontraditional bond funds over the trailing-five-year period. Indeed, RPIDX rates among the best bond funds you can buy.

* SEC yield reflects the interest earned across the most recent 30-day period. This is a standard measure for funds holding bonds and preferred stocks.

** 0.75% gross expense ratio is reduced with a 12-basis-point fee waiver until at least Feb. 28, 2027.

Want to learn more about RPIDX? Check out the T. Rowe Price provider site.

Do you want to get serious about saving and planning for retirement? Sign up for Retire With Riley, Young and the Invested’s free retirement planning newsletter.

Related: 9 Best Fidelity Index Funds to Buy for 2026

6. T. Rowe Price Balanced Fund

---

• Style: Moderate allocation
• Assets under management: $5.0 billion
• Dividend yield: 2.0%
• Expense ratio: 0.61%*, or $6.10 per year for every $1,000 invested
• Morningstar Medalist rating: Gold

If you want a simpler portfolio solution that covers multiple assets in a single fund, you might want to look for an “allocation fund” (aka “balanced fund,” aka “portfolio in a can”), which invests in both stocks and bonds … and occasionally other assets as well.

Naturally, different investors will want different blends of stocks and bonds. “Moderate” allocation funds, for instance, will have 50% to 70% of assets invested in stocks, with the rest in fixed income and cash.

T. Rowe Price Balanced Fund (RPBAX) managers Charles Shriver, Christina Noonan, and Toby Thompson aim for a 65/35 blend of stocks and bonds.

RPBAX holds roughly 1,600 individual stocks and bonds, sure—its top holdings includes the likes of Nvidia, Microsoft, and Amazon (AMZN). as well as U.S. Treasury bonds. But it also owns agency debt, municipal bonds, corporate debt, and even a few of T. Rowe’s bond funds. In fact, its top position right now is T. Rowe Price Real Assets Fund I Shares (PRAFX), which holds companies that deal in “real assets” like real estate and metals—in other words, real estate investment trusts (REITs), mining companies, and other firms.

“Seasoned managers helm T. Rowe Price Balanced with support from robust investment teams,” Morningstar Senior Analyst Greg Carlson says. “Strong and stable underlying strategies form a well-diversified portfolio.”

Performance has largely been good across its history; RPBAX has beaten its category average and index over every meaningful time frame.

* RPBAX must permanently waive a portion of its management fee to offset any acquired fund fees and expenses related to investments in other T. Rowe Price mutual funds. Currently, the 0.66% gross expense ratio is reduced with a 5-basis-point fee waiver.

Want to learn more about RPBAX? Check out the T. Rowe Price provider site.

Related: 8 Best Schwab Index Funds for Thrifty Investors

7. T. Rowe Price Retirement Blend Funds

---

• Style: Target-date
• Assets under management (collectively): $1.7 billion
• Expense ratio: 0.34%-0.44%, or $3.40-$4.40 per year for every $1,000 invested
• Morningstar Medalist rating: Silver

One of the issues in building an appropriate portfolio allocation is that your ideal mix of stock and bond funds will evolve over time based on your age and stage of life. An ideal portfolio for a 20-year-old is likely going to be very different from that of a 40-year-old, and both those portfolios will be different from what’s ideal for a 60-year-old.

This is where a target date fund can really be a lifesaver. A target-date fund—also called a life-cycle fund—is a type of mutual fund that is designed to change its asset allocation over time.

The typical target-date fund is an actively managed fund—one that will start out with a heavy allocation to stocks and then slowly transition to a heavier allocation to bonds as it approaches its target retirement date, following a glide path.

The target retirement date is intended to be a rough estimate and doesn’t need to be precise. You’re generally not going to know the precise year you plan to retire decades in advance. Fidelity, like most mutual fund families, creates its target-date funds in five-year increments of target retirement date (say, 2025, 2030, 2035, etc.).

While T. Rowe Price has multiple target-date lines, one—T. Rowe Price Retirement Blend Funds—actually merits a qualifying Medalist rating for the accessible-to-all Investor-class shares.

The T. Rowe Price Retirement Blend Fund series is made up of 14 funds with target dates ranging from 2005 to 2070. They’re called “blend” to refer to the mix of index funds and actively managed funds they hold, which results in lower costs compared to T. Rowe’s Retirement Fund series. Retirement Blend 2025, for instance, currently has a 55/45 stock/bond mix, which it gets through holdings in funds such as T. Rowe Price Equity Index 500 Fund Z Class (TRHZX) and T. Rowe Price QM U.S. Bond Index Fund Z Class (TSBZX). (T. Rowe’s Z-class shares are largely used in T. Rowe Price “funds-of-funds,” advisory clients, and other institutional investors.)

Want to learn more about T. Rowe Price Retirement Blend Funds? Check out the T. Rowe Price provider site.

Featured Financial Products

Related: 10 Monthly Dividend Stocks for Frequent, Regular Income

8. T. Rowe Price Capital Appreciation

---

• Style: Moderate allocation
• Assets under management: $66.7 billion
• Dividend yield: 1.8%
• Expense ratio: 0.71%*, or $7.10 per year for every $1,000 invested
• Morningstar Medalist rating: Gold

T. Rowe Price Capital Appreciation (PRWCX) comes at the tail end of this list—very much out of order—because of its status. Specifically, PRWCX is closed to most new investors. This is very much an exception to the rules I laid out above. However, I’m still including it among the best mutual funds you can buy both because of its extremely high quality and because this T. Rowe fund still might be available to some investors via select registered investment advisory (RIA) firms.

T. Rowe Price Capital Appreciation is another allocation fund—this one designed to invest at least half its assets in stocks, with the rest socked into various debt securities, including corporate bonds, government debt (Treasuries, MBSes, asset-backed securities), and bank loans. It’s primarily a domestic fund, but it can hold at least a quarter of its assets in foreign equities and debt. PRWCX, which currently owns around 165 securities, places 60% of assets in domestic equities and a little more than 35% in domestic debt, sprinkling the rest around foreign bonds, foreign stock, preferred stock, convertible securities, and cash.

Morningstar Analyst Jason Kephart says David Giroux, who has managed the fund since June 2006, and his team “have earned a well-deserved reputation as one of the leading investment teams managing money for individual investors.”

“Giroux has helmed T. Rowe Price Capital Appreciation since mid-2006,” Kephart says. “Over that time, he’s displayed an innate ability to invest opportunistically across equities and bonds, capturing pockets of value through strong stock selection and impressively timed shifts between stock and bond exposure. His execution of this strategy’s nimble, contrarian approach has delivered topnotch returns for its investors.”

During his tenure, Giroux has beaten all of his category peers on both an absolute and risk-adjusted basis. He has also bested 89% of peers over the trailing five-year period, 96% over the trailing 10 years, and all peers over the past 15.

However, T. Rowe Price Capital Appreciation has a couple of critical sticking points, too:

• One is the nature of its returns. The lion’s share of PRWCX’s returns come not as price appreciation, but year-end distributions of dividends and capital gains. That adds a layer of tax complexity, and as such, PRWCX is best held in tax-advantaged accounts like 401(k)s and IRAs.
• The other is, as mentioned above, availability. PRWCX is largely closed to new investors, so most of us can’t just log into our browsers and buy this fund. But again, if your money is managed through certain registered investment advisers, you might actually be able to buy shares of this gem.

* 0.74% gross expense ratio is reduced with a 3-basis-point fee waiver until at least Feb. 28, 2027.

Want to learn more about PRWCX? Check out the T. Rowe Price provider site.

Related: The 9 Best Schwab Funds to Buy

Learn More About These and Other Funds With Morningstar Investor

---

If you’re buying a fund you plan on holding for years (if not forever), you want to know you’re making the right selection. And Morningstar Investor can help you do that.

Morningstar Investor provides a wealth of information and comparable data points about mutual funds and ETFs—fees, risk, portfolio composition, performance, distributions, and more. Morningstar experts also provide detailed explanations and analysis of many of the funds the site covers.

With Morningstar Investor, you’ll enjoy a wealth of features, including Morningstar Portfolio X-Ray®, stock and fund watchlists, news and commentary, screeners, and more. And you can try it before you buy it. Right now, Morningstar Investor is offering a free seven-day trial and a discount on your first year’s subscription when you use our exclusive link.

Related: 9 Best Vanguard Retirement Funds [Save More in 2026]