OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

PREFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

T. Rowe Price Tax-Efficient Equity (PREFX) Ownership - Who owns T. Rowe Price Tax-Efficient Equity?

The investment seeks to maximize after-tax growth of capital through investments primarily in common stocks... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PREFX

Net Assets

1.38B

Fund Existence

over 24 years

Turnover

8.00

Total Expense Ratio

0.82

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.82

Assets in Top Ten Holdings

441M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

435M

Fund Type

OpenEnd

Index Fund

Management Fee

0.63

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

348.00

Number of Net Holdings

348.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

50.92%

Gain YTD

11.717

Annual Yield % from dividends

0.00

Returns for 1 year

20.99

Returns for 3 years

67.49

Returns for 5 years

86.53

Returns for 10 years

258.11

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading

A.I. Advisor

published General Information

General Information

Category LargeGrowth

Profile

Fundamentals

Details