Company: TROW
Filing Date: 2025-02-14
Form Type: 10-K
Source: 0001113169-25-000007
Chunk: 99

Company: PRICE T ROWE GROUP INC
Filing Date: 2025-02-14
Form: 10-K
Item: Item 7
Chunk 99
---
 delivery. As of December 31, 2024, total assets in these solutions were $557 billion, of which $542 billion are reported in assets under management in the tables above.

We provide participant accounting and plan administration for defined contribution retirement plans that primarily invest in the firm's U.S. mutual funds, collective investment trusts and funds managed outside of the firm's complex. As of December 31, 2024, our assets under administration were $282 billion, of which $159 billion were assets we manage. 

INVESTMENT PERFORMANCE(1).

Strong investment performance and brand awareness is a key driver to attracting and retaining assets—and to our long-term success. The following table presents investment performance for the one-, three-, five-, and 10-years ended December 31, 2024. Past performance is no guarantee of future results. 

% of U.S. mutual funds that outperformed Morningstar median(2),(3) 1 year3 years5 years10 yearsEquity51%51%46%67%Fixed Income48%52%55%63%Multi-Asset63%63%69%82%All Funds54%56%56%70%% of U.S. mutual funds that outperformed passive peer median(2),(4)1 year3 years5 years10 yearsEquity55%47%43%55%Fixed Income52%52%61%63%Multi-Asset55%60%68%64%All Funds54%53%56%60%% of composites that outperformed benchmarks(5)1 year3 years5 years10 yearsEquity39%29%40%61%Fixed Income60%45%56%73%All Composites48%36%46%65%

Page 34

AUM Weighted Performance% of U.S. mutual funds AUM that outperformed Morningstar median(2),(3)1 year3 years5 years10 yearsEquity57%58%49%80%Fixed Income66%62%64%78%Multi-Asset70%68%90%94%All Funds61%61%59%83%% of U.S. mutual funds AUM that outperformed passive peer median(2),(4)1 year3 years5 years10 yearsEquity64%36%29%55%Fixed Income68%68%85%73%Multi-Asset71%58%95%95%All Funds66%43%48%66%% of composites AUM that