PREFX:NASDAQ
T. Rowe Price Tax-Efficient Equity Fund – PREFX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 68.54 | 0.56 (+0.82%) | 60.37 - 78.71 | -- |
Market data as of 12:00AM 04/01/25. Quotes are delayed by at least 15 min.
Overview - PREFX
The investment seeks to maximize after-tax growth of capital through investments primarily in common stocks.
The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics: a demonstrated ability to consistently increase revenues, earnings, and cash flow; strong management; attractive business niches; and a sustainable competitive advantage.
Growth of $10,000 (10 Years)
| Total Return | 9.51% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 0.83% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $2,500 |
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| Management Tenure | 24 Years |
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| Fund Inception | 12/29/2000 |
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Trailing Total Returns - PREFX
as of 02/28/2025
| Timeframe | PREFX | S&P 500 | Large Growth |
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| 1 Month | -3.86% | -1.30% | -3.71% |
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| 3 Month | -2.06% | -0.97% | -1.84% |
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| Year-to-Date | -1.28% | 1.44% | -0.49% |
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| 1 Year | 18.01% | 18.41% | 16.63% |
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| 3 Year | 13.15% | 12.55% | 11.85% |
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| 5 Year | 16.68% | 16.85% | 16.29% |
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| 10 Year | 13.93% | 12.98% | 13.45% |
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| Since Inception | 9.51% | 11.12% | -- |
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Sector Allocation - PREFX
as of 02/28/2025
| Basic Materials | | 0.79% |
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| Consumer Cyclical | | 15.14% |
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| Financial Services | | 6.88% |
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| Real Estate | | 0.68% |
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| Consumer Defensive | | 2.19% |
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| Healthcare | | 7.05% |
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| Utilities | | 0.33% |
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| Communication Services | | 14.17% |
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| Energy | | 0.63% |
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| Industrials | | 5.68% |
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| Technology | | 46.45% |
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Asset Allocation - PREFX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 97.89 | 97.89 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.38 | 0.38 |
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| Foreign Stock | -- | | | 1.69 | 1.69 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 99.96 | 99.96 |
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| Cash | -- | | | 0.03 | 0.03 |
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| Total Net Assets | $1.23B |
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| Total Stock Holdings | 346 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - PREFX
as of 02/28/2025
Valuation & Growth - PREFX
as of 02/28/2025
| Valuation | PREFX | Category Range |
|---|
| Price/Earnings | 37.68 | |
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| Price/Book | 11.36 | |
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| Price/Sales | 5.61 | |
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| Price/Cash Flow | 26.88 | |
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| Dividend Yield | 0.55 | |
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| LT Earnings | 11.67 | |
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| Historical Earnings | 20.46 | |
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| Sales Growth | 12.62 | |
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| Cash-Flow Growth | 19.81 | |
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| Book-Value Growth | 17.64 | |
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