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Morningstar

T. Rowe Price Tax-Efficient Equity PREFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See T. Rowe Price Investment Hub

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
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