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 12/31/2016
Volatility and Other Measures
as of 12/31/2016
Beta 1.07
0.83
Standard Deviation 12.42
Price/Earnings Ratio (Domestic) 21.7
Earnings Growth Rate (Domestic) 13.2
Turnover Rate 14.4
Median Market
Capitalization
$23,766.26 Million
Sector Diversification
as of 12/31/2016
% of Total Net Assets
Information Technology 25.9%
Consumer Discretionary 18.1%
Health Care 16.4%
Industrials & Business Services 12.5%
Financials 8.0%
Consumer Staples 7.6%
Materials 4.0%
Real Estate 3.2%
Energy 2.0%
Telecommunication Services 1.8%
Utilities 0.2%
10 Largest Holdings
Represents 18.94 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Crown Castle International
Facebook
MasterCard
Microsoft
Priceline
UnitedHealth Group
Visa
As of 12/31/2016 the Tax-Efficient Equity Fund had a total of 371 holdings.
See Glossary for additional details on all data elements.