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  •  Dow Up 0.15% Nasdaq Up 0.36%

    T. Rowe Price Tax-Efficient Equity (PREFX)

    21.28 Up 0.45(2.16%) Dec 18
    Prev Close:21.28
    YTD Return*:10.15%
    Net Assets*:162.05M
    Yield*:0.26%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PREFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Short-Term Bond2.9617.52
    V2.1229.27
    SBAC1.835.49
    GOOG1.78-3.98
    MA1.71-18.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:162.05M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:10.15%
    5y Avg Return:16.37%
    Rank in Category (ytd):60
    % Rank in Category (ytd):3.51%
    Beta (3y):1.11
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to maximize after-tax growth of capital. 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. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives. View More
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