T. Rowe Price Group, Inc.
Aug 17, 2017

25 T. Rowe Price Mutual Funds Included On The Schwab Mutual Fund OneSource Select List® For Q3 2017

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:


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


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.


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.



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SOURCE T. Rowe Price Group, Inc.

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