T. Rowe Price Tax-Efficient Equity Fund (PREFX) Research

The fund's primary objective is to make long-term investments in equity securities of growth companies that are deemed high-quality and possess appealing valuations. Its investment selection often follows a growth strategy, focusing on businesses that exhibit qualities such as a consistent track record of increasing revenues, earnings, and cash flow; effective management; desirable market segments; and a durable competitive edge.

Market snapshot

Symbol
PREFX
Price
$92.20
Day change
+1.65%
Market cap
$1.6B
52-week range
76.08-95.04
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Stock Selector Large Cap Value Fund (FSLVX)
  • Goldman Sachs Small/Mid Cap Growth Fund (GTMUX)
  • Hartford Checks and Balances Fund (HCKAX)
  • Janus Henderson High-Yield Fund (JDHCX)
  • Janus Henderson High-Yield Fund (JDHYX)
  • Janus Henderson High-Yield Fund (JHYFX)
  • Nationwide Geneva Small Cap Growth Fund (NWKCX)
  • BNY Mellon MidCap Index Fund (PESPX)

Open T. Rowe Price Tax-Efficient Equity Fund (PREFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.