T. Rowe Price Tax-Efficient Equity Fund
PREFX
NASDAQ
| Weiss Ratings | PREFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PREFX-NASDAQ | Click to Compare |
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| Provider | T. Rowe Price | |||
| Manager/Tenure (Years) | Donald J. Peters (25) | |||
| Website | http://www.troweprice.com | |||
| Fund Information | PREFX-NASDAQ | Click to Compare |
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| Fund Name | T. Rowe Price Tax-Efficient Equity Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 29, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PREFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PREFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.63% | |||
| Asset Allocation | PREFX-NASDAQ | Click to Compare |
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| Cash | -0.53% | |||
| Stock | 99.22% | |||
| U.S. Stock | 98.12% | |||
| Non-U.S. Stock | 1.10% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.32% | |||
| Price History | PREFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.23% | |||
| 30-Day Total Return | 16.55% | |||
| 60-Day Total Return | 5.83% | |||
| 90-Day Total Return | 1.47% | |||
| Year to Date Total Return | 2.23% | |||
| 1-Year Total Return | 29.63% | |||
| 2-Year Total Return | 43.28% | |||
| 3-Year Total Return | 90.52% | |||
| 5-Year Total Return | 68.36% | |||
| Price | PREFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PREFX-NASDAQ | Click to Compare |
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| Nav | $89.20 | |||
| 1-Month Low NAV | $76.08 | |||
| 1-Month High NAV | $89.20 | |||
| 52-Week Low NAV | $68.81 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $90.77 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | PREFX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 15.02 | |||
| Balance Sheet | PREFX-NASDAQ | Click to Compare |
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| Total Assets | 1.29B | |||
| Operating Ratios | PREFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.82% | |||
| Turnover Ratio | 8.00% | |||
| Performance | PREFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.36% | |||
| Last Bear Market Total Return | -20.69% | |||