PREFX : T. Rowe Price Tax-Efficient Equity Fund

PREFX is a US Stocks Market Large Growth with MODERATE fees.

PREFX

T. Rowe Price Tax-Efficient Equity Fund

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

51% FI Score
  • prefx
  • Mutual Fund
  • US Stocks
  • Large Growth

T. Rowe Price Tax-Efficient Equity Fund

Expenses: 0.78% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize after-tax growth of capital through investments primarily in common stocks. The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics: a demonstrated ability to consistently increase revenues, earnings, and cash flow; strong management; attractive business niches; and a sustainable competitive advantage.

Largest Holdings

Amount Holding
3.82% Amazon.com Inc
3.19% Microsoft Corp
2.93% Alphabet Inc Class C
2.67% Visa Inc Class A
2.57% Facebook Inc A
2.08% Mastercard Inc A
1.86% UnitedHealth Group Inc
1.28% Salesforce.com Inc
1.20% NVIDIA Corp
1.02% PayPal Holdings Inc
0.97% The Home Depot Inc
0.95% KLA Corp
0.94% S&P Global Inc
0.87% Global Payments Inc
0.83% Fiserv Inc
0.81% CoStar Group Inc
0.81% SBA Communications Corp
0.75% Netflix Inc
0.72% Centene Corp
0.70% Intuitive Surgical Inc
0.69% DexCom Inc
0.68% Union Pacific Corp
0.66% CDW Corp
0.66% Intuit Inc
0.66% Dollar General Corp

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