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T. Rowe Price Tax-efficient Equity Fund: (MF: PREFX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$66.18 USD
+0.18 (0.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by T. Rowe Price Associates, Inc. The fund seeks to maximize after-tax growth of capital through investments primarily in common stocks. The fund invests primarily in stocks of mid-cap and small-cap companies but has the flexibility to purchase some larger companies. The fund may invest a significant portion of its assets in technology companies. The fund distributes dividends, municipal portion quarterly and equity portion annually, in December. The fund pays capital gains annually, in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| T. Rowe Price Tax-Efficient Equity | PREFX | NA | NA | 0.00 | 0.00 | 0.64 | 0.83 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Tax-Effient Equity | PREFX | 65.49 | 12/29/2000 | 0.00 | 27.10 | 6.05 | 14.80 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| T. Rowe Price Tax-Efficient Equity | PREFX | 2500 | 100 | 1000 | A |
Contact Information
| Family | T. Rowe Price |
| Address | 100 E Pratt Street Baltimore, MD 21202 |
| Phone | 800 225-5132 |