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 01/31/2017
Volatility and Other Measures
as of 01/31/2017
Beta 1.10
0.82
Standard Deviation 12.45
Price/Earnings Ratio (Domestic) 22.2
Earnings Growth Rate (Domestic) 13
Turnover Rate 16.1
Median Market
Capitalization
$23,318.47 Million
Sector Diversification
as of 01/31/2017
% of Total Net Assets
Information Technology 27.7%
Consumer Discretionary 17.8%
Health Care 15.7%
Industrials & Business Services 12.3%
Financials 8.2%
Consumer Staples 7.4%
Materials 3.9%
Real Estate 3.2%
Energy 1.9%
Telecommunication Services 1.5%
Utilities 0.2%
10 Largest Holdings
Represents 19.76 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Crown Castle International
Facebook
MasterCard
Microsoft
Priceline
UnitedHealth Group
Visa
As of 01/31/2017 the Tax-Efficient Equity Fund had a total of 376 holdings.
See Glossary for additional details on all data elements.