Skip to Content
Morningstar

T. Rowe Price Tax-Efficient Equity PREFX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 61.62  /  −0.48 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PREFX

Will PREFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PREFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PREFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PREFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin T. Rowe Price Tax-Efficient Equity's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PREFX

More PREFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.10 106.1 Mil
Technology

NVIDIA Corp

8.26 86.7 Mil
Technology

Apple Inc

7.46 78.4 Mil
Technology

Alphabet Inc Class C

5.45 57.3 Mil
Communication Services

Amazon.com Inc

5.17 54.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.24 44.5 Mil
Communication Services

Visa Inc Class A

2.94 30.9 Mil
Financial Services

Eli Lilly and Co

2.38 25.0 Mil
Healthcare

Mastercard Inc Class A

2.00 21.0 Mil
Financial Services

Broadcom Inc

1.98 20.8 Mil
Technology