T. Rowe Price: Dividends, Value & Trust


Ian Wyatt Image Ian Wyatt Publisher & Chief Investment Strategist, Wyatt Investment Research

Competition and near-term performance — and the trend toward passive investing such as ETFs — is the immediate answer.

But we think T. Rowe Price management is up to the challenge passive investing imposes. The company continues to evolve to justify its fee structure to earn customer trust.   

Target-dated retirement funds have attracted a lot of investors’ money in recent years.  The fund has also hitched a wagon to the new robo-advisory trend. It added a new service called the T. Rowe Price Active Plus Portfolio.

With only 6% of assets derived from customers domiciled outside of the United States, international growth is key to T. Rowe Price generating organic growth.

We see nothing but value at T. Rowe Price’s current share price. We’re looking at an investment that could easily generate a 15%-to-20% total return over the next 12 months.  

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