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 05/31/2018
Volatility and Other Measures
as of 05/31/2018
Beta 1.07
0.87
Standard Deviation 11.65
Price/Earnings Ratio (Domestic) 23.8
Earnings Growth Rate (Domestic) 15.6
Turnover Rate 1.7
Median Market
Capitalization
$28,172.75 Million
Sector Diversification
as of 05/31/2018
% of Total Net Assets
Information Technology 37.3%
Consumer Discretionary 16.5%
Industrials & Business Services 13.6%
Health Care 13.0%
Financials 8.2%
Consumer Staples 4.5%
Materials 2.8%
Real Estate 2.3%
Energy 1.0%
Utilities 0.3%
Telecommunication Services 0.2%
10 Largest Holdings
Represents 22.02 % of Total Net Assets
View Holdings as of:
Alphabet
Amazon.com
BlackRock
Booking Holdings
Facebook
Intuit
MasterCard
Microsoft
UnitedHealth Group
Visa
As of 05/31/2018 the Tax-Efficient Equity Fund had a total of 369 holdings.
See Glossary for additional details on all data elements.