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T. Rowe Price Tax-Efficient Equity PREFX

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%

Morningstar’s Analysis PREFX

Will PREFX outperform in future?

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

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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