T. Rowe Price Tax-Efficient Equity (PREFX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|T. Rowe Price Short-Term Bond||3.82||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.87%|
Performance & Risk
|5y Avg Return:||17.54%|
|Rank in Category (ytd):||14|
|% Rank in Category (ytd):||0.8%|
|Morningstar Risk Rating:||3|
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