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 05/31/2017
Volatility and Other Measures
as of 05/31/2017
Beta 1.08
0.87
Standard Deviation 11.78
Price/Earnings Ratio (Domestic) 24.0
Earnings Growth Rate (Domestic) 13.6
Turnover Rate 2.6
Median Market
Capitalization
$25,894.56 Million
Sector Diversification
as of 05/31/2017
% of Total Net Assets
Information Technology 30.3%
Consumer Discretionary 17.1%
Health Care 15.4%
Industrials & Business Services 12.5%
Consumer Staples 7.4%
Financials 7.1%
Real Estate 4.3%
Materials 3.5%
Energy 1.6%
Telecommunication Services 0.4%
Utilities 0.2%
10 Largest Holdings
Represents 20.58 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Crown Castle International
Facebook
MasterCard
Microsoft
Priceline
UnitedHealth Group
Visa
As of 05/31/2017 the Tax-Efficient Equity Fund had a total of 386 holdings.
See Glossary for additional details on all data elements.