PREFX T. Rowe Price Tax-Efficient Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

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.

The average market capitalization across the T. Rowe Price Tax-Efficient Equity MF is 1.59T. The market cap for tickers in the group ranges from 446.3B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MA at 446.3B.

The average weekly volume growth across all stocks in the T. Rowe Price Tax-Efficient Equity MF was -2%. For the same stocks of the MF, the average monthly volume growth was -57% and the average quarterly volume growth was 46%