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T. Rowe Price Screen

Performance

  T. Rowe Price S&P 500
YTD Return: 0% 6.1%
Five Year Return: 24% 16.4%
Ten Year Return: 10.8% 5.6%
Inception: 10% 4.4%
Data as of 6/30/2014
The T. Rowe Price Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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Being a copycat isn't necessarily bad, at least as far as investing is concerned. Instead of reinventing the wheel—and possibly losing money doing so—individuals who are selecting stocks on their own can follow in the footsteps of a successful investor and use an approach that has been tested in the real world.

How can "successful investors" be identified? It's hard to argue with long-term success, and one of the earliest investors who met with long-term success was T. Rowe Price.

T. Rowe Price, who died in 1983, was the founder of T. Rowe Price Associates, the Baltimore investment advisory firm that manages the T. Rowe Price family of no-load mutual funds. In the process of managing private accounts, Price started several mutual funds using his approach (the family's Growth Stock, New Horizons and New Era funds); he sold the firm when he retired in the early '70s.

Price developed his investment philosophy in the 1930s, when the prevailing approach was to jump in and out of stocks based on the cyclical nature of the stock market. Instead, Price felt that investors should mimic the owners of successful business enterprises, who "do not attempt to sell out and buy back again their ownerships of the businesses through the ups and downs of the business and stock market cycles."

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