T. Rowe Launches Fund Data Portal for Advisers

T. Rowe price unveiled a Web resource for advisers, featuring customizable and downloadable data to the firm's mutual funds.

The fund data portal is designed for financial advisers and other intermediaries such as broker/dealers, clearing firms, banks, and defined contribution recordkeepers, according to a press release. T. Rowe Price said the new Web resource is a tool for advisers to evaluate investment options, in order to help them perform due diligence and grow their businesses.

The release said featured areas of the site include:

  • Fund Data Overview: This section contains asset allocation, calendar year returns, top 10 securities that contributed to and detracted from performance, fund strategy and risks, performance commentary, portfolio characteristics, risk measures, and other key fund data. The presentation of the data can be customized, saved, and/or downloaded into Microsoft Excel.
  • Monthly and Quarterly Attribution: Historical sector-oriented performance attribution is available on many of the T. Rowe Price funds that can also be downloaded into Microsoft Excel.
  • Portfolio Holdings: Download the portfolio holdings of any T. Rowe Price fund for the last four quarters.
  • Fund Literature: Prospectuses, recent annual/semiannual reports, and fact sheets are available in this section.

The resource is available to registered users at www.troweprice.com/fdp.