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

US Funds

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67.49 -1.50 -2.17%

13/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 366.16M

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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	0.03	0.03
Stocks	99.58	99.58
Other	0.38	0.38

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	30.94	28.54
Price to Book	9.67	7.42
Price to Sales	4.87	4.87
Price to Cash Flow	21.36	19.40
Dividend Yield	0.55	0.68
5 Years Earnings Growth	11.67	13.82

Sector Allocation

Name	Net %	Category Average
Technology	46.45	40.02
Consumer Cyclical	15.14	14.68
Communication Services	14.17	12.73
Healthcare	7.05	10.61
Financial Services	6.88	9.50
Industrials	5.68	6.92
Consumer Defensive	2.19	3.34
Basic Materials	0.79	1.63
Real Estate	0.68	1.38
Energy	0.63	1.34
Utilities	0.33	1.19

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 349

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	8.61	115.58	-0.14%
Apple	US0378331005	8.48	209.68	-3.36%
Microsoft	US5949181045	8.23	378.77	-1.17%
Alphabet C	US02079K1079	6.08	164.73	-2.53%
Amazon.com	US0231351067	6.00	193.89	-2.51%
Meta Platforms	US30303M1027	5.52	590.64	-4.67%
Tesla	US88160R1014	3.33	240.68	-2.99%
Broadcom	US11135F1012	3.27	191.36	-1.48%
Eli Lilly	US5324571083	2.22	801.65	-2.46%
Visa A	US92826C8394	1.78	328.55	-1.29%

Top Equity Funds by T. Rowe Price

Name	Total Assets	YTD%	3Y%	10Y%
T. Rowe Price Capital Appreciation	34.25B	1.96	8.05	10.42
T. Rowe Price Blue Chip Growth	28.81B	-0.83	13.21	14.08
T. Rowe Price Capital AppreciationI	28.81B	1.99	8.19	-
T. Rowe Price Blue Chip Growth I	26.59B	-0.80	13.36	-
T. Rowe Price Instl Large Cap Growt	20.33B	0.04	13.08	15.45

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Recent Quotes

Name	Price	Chg.	Chg. %
T. Rowe Price Tax.	67.49	-1.50	-2.17%
obaco Global Val.	7.870	-0.030	-0.44%
Ashmore SICAV Eme.	4,489.000	+0.780	+0.02%
Deutsche DWS Glob.	16,397.000	-20.000	-0.12%
Artemis UK Select.	9.847	-0.030	-0.27%
Fidelity Advisor .	32.78	-0.59	-1.77%
Manulife Global F.	1.965	+0.003	+0.16%
T. Rowe Price Fun.	31.000	+0.030	+0.10%