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T. Rowe Price Tax-Efficient Equity (PREFX)

69.17
+0.63
+(0.92%)
At close: 8:03:59 PM EDT
Loading Chart for PREFX
  • Previous Close 68.54
  • YTD Return -1.28%
  • Expense Ratio 0.83%
  • Category Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.23B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 16.18%
  • Last Dividend 0.02
  • Inception Date Dec 29, 2000

The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics: a demonstrated ability to consistently increase revenues, earnings, and cash flow; strong management; attractive business niches; and a sustainable competitive advantage.

T. Rowe Price

Fund Family

Large Growth

Fund Category

1.23B

Net Assets

2000-12-29

Inception Date

Performance Overview: PREFX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

PREFX
1.28%
Category
12.38%
 

1-Year Return

PREFX
18.01%
Category
41.70%
 

3-Year Return

PREFX
13.15%
Category
22.56%
 

5-Year Return

PREFX
16.68%
Category
21.98%
 

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Holdings: PREFX

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Sector Weightings

SectorPREFX
Technology   46.45%
Healthcare   7.05%
Industrials   5.68%
Real Estate   0.68%
Energy   0.63%
Utilities   0.33%

Recent News: PREFX

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Research Reports: PREFX

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