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    T. Rowe Price Tax-Efficient Equity (PREFX)

    23.06 Down 0.07(0.30%) May 28
    Prev Close:23.13
    YTD Return*:5.53%
    Net Assets*:173.76M
    Yield*:0.04%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    T. Rowe Price Short-Term Bond3.820.23
    V2.241.01
    FB1.826.20
    MA1.755.03
    SBAC1.6711.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.76M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.87%

    Performance & Risk

    YTD Return:5.53%
    5y Avg Return:15.28%
    Rank in Category (ytd):11
    % Rank in Category (ytd):0.62%
    Beta (3y):1.04
    Morningstar Risk Rating:4

    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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