T. Rowe Price Tax-Efficient Equity Fund
PREFX
NASDAQ
| Weiss Ratings | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | T. Rowe Price | |||
| Manager/Tenure (Years) | Donald J. Peters (24) | |||
| Website | http://www.troweprice.com | |||
| Fund Information | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.64% | |||
| Asset Allocation | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.09% | |||
| Stock | 99.54% | |||
| U.S. Stock | 98.16% | |||
| Non-U.S. Stock | 1.38% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.37% | |||
| Price History | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.59% | |||
| 30-Day Total Return | 1.50% | |||
| 60-Day Total Return | 6.54% | |||
| 90-Day Total Return | 13.55% | |||
| Year to Date Total Return | 8.07% | |||
| 1-Year Total Return | 24.94% | |||
| 2-Year Total Return | 55.88% | |||
| 3-Year Total Return | 74.51% | |||
| 5-Year Total Return | 95.71% | |||
| Price | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $81.08 | |||
| 1-Month Low NAV | $79.88 | |||
| 1-Month High NAV | $82.65 | |||
| 52-Week Low NAV | $60.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $82.65 | |||
| 52-Week High Price (Date) | Jul 31, 2025 | |||
| Beta / Standard Deviation | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 18.42 | |||
| Balance Sheet | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.32B | |||
| Operating Ratios | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.82% | |||
| Turnover Ratio | 8.00% | |||
| Performance | PREFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.64% | |||
| Last Bear Market Total Return | -20.69% | |||