Skip to Content

T. Rowe Price Tax-Efficient Equity PREFX

Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 62.81  /  −0.30 %
  • 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 Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PREFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.27 94.8 Mil
Technology

Apple Inc

9.54 88.0 Mil
Technology

Alphabet Inc Class C

5.74 53.0 Mil
Communication Services

NVIDIA Corp

5.15 47.5 Mil
Technology

Amazon.com Inc

4.95 45.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.25 30.0 Mil
Communication Services

Visa Inc Class A

3.13 28.8 Mil
Financial Services

Eli Lilly and Co

2.03 18.7 Mil
Healthcare

Mastercard Inc Class A

2.02 18.6 Mil
Financial Services

UnitedHealth Group Inc

1.66 15.3 Mil
Healthcare