T. Rowe Price Tax-Efficient Equity Fund (PREFX)
Ticker Symbol:
PREFX
Fund Status:
Open to new Retail investors  /  Open to subsequent Retail investments
Fund Composition
Asset Allocation
as of 12/31/2014
Volatility and Other Measures
as of 01/31/2015
Beta 1.04
0.79
Standard Deviation 10.73
Price/Earnings Ratio (Domestic) 22.5
Earnings Growth Rate (Domestic) 15
Turnover Rate 16
Median Market
Capitalization
$21,421.61 Million
10 Largest Holdings
Represents 17.45 % of Total Net Assets
View Holdings as of:
Amazon.com
Biogen Idec
Boeing
Crown Castle International
Facebook
Google
MasterCard
SBA Communications
Union Pacific
Visa
As of 12/31/2014 the Tax-Efficient Equity Fund had a total of 359 holdings.
Sector Diversification
as of 01/31/2015
% of Total Net Assets
Information Technology 23.4%
Health Care 20.1%
Consumer Discretionary 19.5%
Industrials & Business Services 15.3%
Financials 6.4%
Consumer Staples 5.2%
Materials 4.1%
Energy 3.4%
Telecommunication Services 2.0%
Utilities 0.1%
See Glossary for additional details on all data elements.