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 10/31/2017
Volatility and Other Measures
as of 10/31/2017
Beta 1.06
0.86
Standard Deviation 11.33
Price/Earnings Ratio (Domestic) 24.9
Earnings Growth Rate (Domestic) 13.6
Turnover Rate 8.2
Median Market
Capitalization
$26,733.2 Million
Sector Diversification
as of 10/31/2017
% of Total Net Assets
Information Technology 35.0%
Consumer Discretionary 15.6%
Health Care 14.6%
Industrials & Business Services 12.4%
Financials 7.5%
Consumer Staples 5.6%
Real Estate 3.5%
Materials 3.4%
Energy 1.5%
Telecommunication Services 0.4%
Utilities 0.2%
10 Largest Holdings
Represents 21.57 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Facebook
MasterCard
Microsoft
Priceline
SBA Communications
UnitedHealth Group
Visa
As of 10/31/2017 the Tax-Efficient Equity Fund had a total of 379 holdings.
See Glossary for additional details on all data elements.