PREFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

T. Rowe Price Tax-Efficient Equity (PREFX) Ownership - Who owns T. Rowe Price Tax-Efficient Equity?

The investment seeks to maximize after-tax growth of capital through investments primarily in common stocks... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PREFX

Net Assets

Fund Existence

over 24 years

Turnover

16.18

Total Expense Ratio

0.83

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.83

Assets in Top Ten Holdings

441M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

318M

Fund Type

OpenEnd

Index Fund

Management Fee

0.64

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

349.00

Number of Net Holdings

349.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

53.52%

Gain YTD

-19.155

Annual Yield % from dividends

0.00

Returns for 1 year

-5.40

Returns for 3 years

16.25

Returns for 5 years

77.81

Returns for 10 years

165.24

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General Information

Category LargeGrowth

Profile

Fundamentals

Details