T. Rowe Price Tax-Efficient Equity Fund (PREFX)
Ticker Symbol:
Fund Status:
Open to new Retail investors  /  Open to subsequent Retail investments
Fund Objective
Quick Stats
Fiscal Year End  February
Morningstar Category  
Inception Date 12/29/2000
Tax ID 52-2294523
Investment Objective
The fund seeks to maximize after-tax growth of capital through investments primarily in common stocks.
The fund seeks to maximize after-tax growth of capital by investing primarily in common stocks. The fund expects to have significant investments in technology companies.
Investor Profile
The fund is designed for tax-conscious investors who seek capital appreciation and can accept the price volatility inherent in common stock investing, especially the potentially greater price fluctuations of mid- and small-cap companies.
Risk/Reward Potential*
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This fund pursues the significant return potential of stocks while seeking to reduce the long-term tax burden by investing in a broad range of equities--from mid- and small-caps whose futures appear especially promising, to large companies operating in dynamic industries. In short, it invests in growing firms whose management teams, product lines, and balance sheets--among other measures--bode well for their future prospects.

Fund holdings are subject to market risk, and share prices may be more volatile than those of a fund focusing on slower-growing or cyclical companies.
* Funds are placed in general risk/return categories based on their 10-year standard deviation (as of December 2015) or, for newer funds, the standard deviation of the types of securities in which they invest. There is no assurance past trends will continue.
See Glossary for additional details on all data elements.