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T. Rowe Price Tax-efficient Equity Fund (PREFX)

US Funds

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82.55 +0.25 +0.30%

30/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 429.24M

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PREFX Holdings

Comprehensive information about top holdings and Key Holding Information for the T. Rowe Price Tax-Efficient Equity (PREFX) fund. Our T. Rowe Price Tax-Efficient Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.13	0.13
Shares	99.41	99.41
Other	0.46	0.46

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.65	28.33
Price to Book	8.28	7.20
Price to Sales	3.86	4.72
Price to Cash Flow	17.91	18.14
Dividend Yield	0.65	0.72
5 Years Earnings Growth	12.14	12.71

Sector Allocation

Name	Net %	Category Average
Technology	46.50	39.65
Consumer Cyclical	13.01	14.31
Communication Services	12.71	12.87
Financial Services	8.67	9.86
Healthcare	7.90	10.42
Industrials	5.58	7.10
Consumer Defensive	2.99	3.61
Basic Materials	1.18	1.65
Energy	0.73	1.34
Real Estate	0.54	1.44
Utilities	0.19	1.23

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 348

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	9.00	208.77	-0.13%
NVIDIA	US67066G1040	8.76	180.31	+0.58%
Microsoft	US5949181045	8.39	535.88	+4.41%
Amazon.com	US0231351067	5.42	234.07	+1.68%
Alphabet C	US02079K1079	5.21	193.91	-1.79%
Meta Platforms	US30303M1027	4.90	779.59	+12.14%
Broadcom	US11135F1012	2.95	298.50	-1.36%
Eli Lilly	US5324571083	2.35	763.49	+0.45%
Visa A	US92826C8394	2.17	350.17	-0.21%
Mastercard	US57636Q1040	1.76	574.79	+2.80%

Top Equity Funds by T. Rowe Price

Name	Total Assets	YTD%	3Y%	10Y%
T. Rowe Price Capital Appreciation	36.97B	6.33	13.53	10.82
T. Rowe Price Blue Chip Growth	33.02B	7.80	26.86	15.03
T. Rowe Price Capital AppreciationI	31.56B	6.41	13.67	-
T. Rowe Price Blue Chip Growth I	30.58B	7.88	27.02	-
T. Rowe Price Instl Large Cap Growt	22.82B	7.46	25.89	16.26

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Recent Quotes

Name	Price	Chg.	Chg. %
T. Rowe Price Tax.	82.55	+0.25	+0.30%
Indosuez Funds As.	39.200	+0.280	+0.72%
2886	1.050	-0.050	-4.55%
Trimark Internati.	7.766	-0.090	-1.15%
Accivalmex Alta R.	337.002	+0.632	+0.19%
Global Evolution .	82.470	+0.030	+0.04%
AXA World Funds -.	184.820	+0.990	+0.54%
Anchor BCI Flexib.	2.469	+0.001	+0.05%