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 12/31/2017
Volatility and Other Measures
as of 12/31/2017
Beta 1.05
0.86
Standard Deviation 11.29
Price/Earnings Ratio (Domestic) 25.1
Earnings Growth Rate (Domestic) 14.1
Turnover Rate 10.4
Median Market
Capitalization
$27,327.41 Million
Sector Diversification
as of 12/31/2017
% of Total Net Assets
Information Technology 34.7%
Consumer Discretionary 15.5%
Health Care 14.1%
Industrials & Business Services 13.1%
Financials 8.0%
Consumer Staples 6.0%
Materials 3.4%
Real Estate 3.1%
Energy 1.3%
Telecommunication Services 0.3%
Utilities 0.2%
Corporate Securities 0.0%
10 Largest Holdings
Represents 21.29 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Facebook
MasterCard
Microsoft
Priceline
SBA Communications
UnitedHealth Group
Visa
As of 12/31/2017 the Tax-Efficient Equity Fund had a total of 373 holdings.
See Glossary for additional details on all data elements.