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Morningstar

T. Rowe Price Tax-Efficient Equity PREFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 45.15  /  0.42 %
  • Total Assets 721.1 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • 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 0.00
  • Turnover 10%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

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.

Summary

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T. Rowe Price Tax-Efficient Equity’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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