UK markets close in 1 hour 33 minutes

T. Rowe Price Tax-Efficient Equity (PREFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
69.28+0.79 (+1.15%)
As of 08:06AM EDT. Market open.

Overall portfolio composition (%)

Cash0.07%
Stocks99.54%
Bonds0.00%
Others0.40%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PREFX
Basic materials
0.91%
Consumer cyclical
13.69%
Financial services
8.20%
Property
0.48%
Consumer defensive
1.89%
Healthcare
9.81%
Utilities
0.04%
Communication services
11.36%
Energy
0.74%
Industrials
6.06%
Technology
46.81%

Equity holdings

AveragePREFXCategory average
Price/Earnings0.0334.82
Price/book0.18.34
Price/sales0.224.62
Price/Cash flow0.0423.95
Median market cap356,409.56310,214.47
3-year earnings growth26.5423.61

Bond holdings

AveragePREFXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A

Bond ratings

Sector(s)PREFX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (50.00% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT10.10%
NVIDIA CorpNVDA8.26%
Apple IncAAPL7.46%
Alphabet Inc Class CGOOG5.45%
Amazon.com IncAMZN5.17%
Meta Platforms Inc Class AMETA4.24%
Visa Inc Class AV2.94%
Eli Lilly and CoLLY2.38%
Mastercard Inc Class AMA2.00%
Broadcom IncAVGO1.98%