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  • 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  Large Growth
    Inception Date 12/29/2000
    Tax ID 52-2294523
    Investment Objective
    The fund's objective is to provide long-term capital growth.
    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*
    Click on the risk/reward spectrum below to view the funds in that category
    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 past performance or, for newer funds, the performance 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.