PREFX:NASDAQ
T. Rowe Price Tax-Efficient Equity Fund – PREFX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 61.44 | -3.91 (-5.98%) | 60.37 - 78.71 | -- |
Market data as of 12:00AM 04/04/25. 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 | 9.09% |
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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 03/31/2025
| Timeframe | PREFX | S&P 500 | Large Growth |
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| 1 Month | -8.21% | -5.63% | -8.05% |
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| 3 Month | -9.38% | -4.27% | -8.49% |
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| Year-to-Date | -9.38% | -4.27% | -8.49% |
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| 1 Year | 6.30% | 8.25% | 5.01% |
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| 3 Year | 9.01% | 9.06% | 7.76% |
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| 5 Year | 17.93% | 18.59% | 16.99% |
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| 10 Year | 12.99% | 12.50% | 12.61% |
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| Since Inception | 9.09% | 10.98% | -- |
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Sector Allocation - PREFX
as of 03/31/2025
| Basic Materials | | 0.75% |
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| Consumer Cyclical | | 14.09% |
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| Financial Services | | 7.64% |
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| Real Estate | | 0.57% |
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| Consumer Defensive | | 2.66% |
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| Healthcare | | 7.46% |
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| Utilities | | 0.29% |
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| Communication Services | | 13.00% |
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| Energy | | 0.66% |
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| Industrials | | 5.35% |
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| Technology | | 47.54% |
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Asset Allocation - PREFX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 97.81 | 97.81 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 0.81 | 0.81 |
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| Foreign Stock | 0.00 | | | 1.55 | 1.55 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 100.17 | 100.17 |
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| Cash | 0.36 | | | 0.18 | -0.18 |
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| Total Net Assets | $1.13B |
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| Total Stock Holdings | 344 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - PREFX
as of 03/31/2025
Valuation & Growth - PREFX
as of 03/31/2025
| Valuation | PREFX | Category Range |
|---|
| Price/Earnings | 35.29 | |
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| Price/Book | 10.62 | |
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| Price/Sales | 5.25 | |
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| Price/Cash Flow | 25.58 | |
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| Dividend Yield | 0.59 | |
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| LT Earnings | 12.96 | |
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| Historical Earnings | 21.09 | |
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| Sales Growth | 12.51 | |
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| Cash-Flow Growth | 19.81 | |
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| Book-Value Growth | 17.39 | |
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