|Expense Ratio (net)||0.67%|
|Morningstar Risk Rating||Above Average|
|Last Cap Gain||0.00|
|Inception Date||Apr 11, 1950|
|Average for Category||N/A|
From time to time, you might come across an article somewhere that states that mutual funds saw the largest inflows or outflows. The goal of investing is to generate a real rate of return that exceeds your cost of living adjustment each year, with a standard deviation that does not exceed more than 80% of that return. With the cost of living adjustment, sometimes called “inflation,” closer to 10% than 3%, that means you want a portfolio that targets 10% with a standard deviation of 8.
Though investors continue their shift toward passive products and target-date funds, outflows from active funds were calmer than they've been in recent years.
In the first quarter, T. Rowe Price managed to attract around $700 million in investments, a trend, which is expected to continue even in the ongoing quarter