• Fund Type: Open-End Fund
  • Objective: Technology Sector
  • Asset Class: Equity
  • Geographic Focus: U.S.

T Rowe Price Tax-Efficient Equity Fund

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PREFX:US

20.92 USD 0.15 0.72%

As of 19:59:59 ET on 07/22/2014.

Snapshot for T Rowe Price Tax-Efficient Equity Fund (PREFX)

Year To Date: +3.05% 3-Month: +4.34% 3-Year: +13.32% 52-Week Range: 17.39 - 21.22
1-Month: +0.58% 1-Year: +17.73% 5-Year: +18.13% Beta vs RDG: 0.99

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  • PREFX:US 20.92
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Fund Profile & Information for PREFX

T. Rowe Price Tax-Efficient Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is to maximize after-tax growth of capital. The Fund invests primarily in stocks of mid-cap and small-cap companies but has the flexibility to purchase some larger companies. It expects to invest significant assets in technology companies.

Inception Date: 12-29-2000 Telephone: 1-800-225-5132
Managers: DONALD J PETERS
Web Site: www.troweprice.com

Fundamentals for PREFX

NAV (on 2014-07-22) 20.92
Assets (M) (on 2014-06-30) 150.66
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 100.00

Dividends for PREFX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-12) 0.06
Dividend Yield (ttm) 2.20

Fees & Expenses for PREFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.64
Redemption Fee 1.00
12b1 Fee 0.00
Expense Ratio 0.98

Top Fund Holdings for PREFX

Filing Date: 03/31/2014
Name Position Value % of Total
Google Inc 4,800 5,349,648 3.671%
Amazon.com Inc 12,500 4,206,500 2.887%
Visa Inc 12,500 2,698,250 1.852%
MasterCard Inc 36,000 2,689,200 1.846%
SBA Communications Corp 25,700 2,337,672 1.604%
Boeing Co/The 18,500 2,321,565 1.593%
Priceline Group Inc/The 1,900 2,264,591 1.554%
Crown Castle International Cor 29,200 2,154,376 1.479%
Regeneron Pharmaceuticals Inc 6,900 2,071,932 1.422%
Union Pacific Corp 21,400 2,007,962 1.378%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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