PREFX Mutual Fund
PREFX Mutual Fund
PREFX Mutual Fund
T. Rowe Price Tax-Efficient Equity Fund Investor Class
PREFX Mutual Fund Overview
PREFX Mutual Fund (T. Rowe Price Tax-Efficient Equity Fund Investor Class) is managed by T.Rowe Price with $400.0M in net assets. PREFX expense ratio is 0.82%, holding 367 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2000-12-29.
PREFX performance shows a YTD return of 3.87%. The 1-year return is 9.49% and the 5-year return is 9.82%.
PREFX top holdings include Nvidia Corp (12.2%), Apple, Inc (8.9%), Alphabet Inc (6.9%), Microsoft Corp (6.3%), Broadcom Inc (4.8%). Go to all PREFX holdings, PREFX sectors, or PREFX dividends.
PREFX can be compared against other funds. Use PREFX overlap to find shared positions, or PREFX vs another fund for a side-by-side view. PREFX alternatives are available via the screener, along with tax-loss harvesting opportunities.