Morningstar

T. Rowe Price Tax-Efficient Equity Fund PREFX

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub
  • NAV / 1-Day Return 91.85  /  +0.89 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • 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 17%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PREFX

Will PREFX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

T. Rowe Price Tax-Efficient Equity holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PREFX

More PREFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.23 182M
Technology

Apple Inc

8.86 132M
Technology

Alphabet Inc Class C

6.89 103M
Communication Services

Microsoft Corp

6.30 94M
Technology

Broadcom Inc

4.77 71M
Technology

Amazon.com Inc

4.75 71M
Consumer Cyclical

Tesla Inc

3.04 45M
Consumer Cyclical

Meta Platforms Inc Class A

2.73 41M
Communication Services

Eli Lilly and Co

2.72 41M
Healthcare

Advanced Micro Devices Inc

1.89 28M
Technology

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