Morningstar

T. Rowe Price Tax-Efficient Equity Fund I Class TEEFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See T. Rowe Price Investment Hub
  • NAV / 1-Day Return $94.79  /  −2.87 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis TEEFX

Will TEEFX 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 TEEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEEFX 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 TEEFX’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 I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TEEFX

More TEEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.65 227M
Technology

Alphabet Inc Class C

10.34 160M
Communication Services

Apple Inc

7.25 112M
Technology

Microsoft Corp

5.64 87M
Technology

Broadcom Inc

4.53 70M
Technology

Meta Platforms Inc Class A

3.18 49M
Communication Services

Advanced Micro Devices Inc

3.09 48M
Technology

Micron Technology Inc

2.99 46M
Technology

Eli Lilly and Co

2.68 41M
Healthcare

Tesla Inc

2.21 34M
Consumer Cyclical

Sponsor Center