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

Company Profile

Company profile

Ticker

PREFX, TEEFX

Exchange

Incorporated

Location

Fiscal year end

Sector

Finance and Insurance > Miscellaneous Financial Investment Activities

Former names

PRICE T ROWE TAX EFFICIENT BALANCED FUND INC, PRICE T ROWE TAX EFFICIENT FUNDS INC

SEC CIK

0001038490

PREFX stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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N-CSRS

Certified semi-annual shareholder report (management investment company)

23 Oct 24

N-PX

Annual report of proxy voting record

3 Sep 24

N-CEN

Annual report (registered investment company)

10 May 24

N-CSR

Certified annual shareholder report (management investment company)

24 Apr 24

N-PX

Annual report of proxy voting record

16 Jun 23

16 May 23

Annual report (registered investment company)

Correspondence with SEC

22 Dec 22

Latest ownership filings

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NPORT-P

T. Rowe Price Tax-Efficient Equity Fund (Aug 2024 report)

28 Oct 24

NPORT-P

T. Rowe Price Tax-Efficient Equity Fund (May 2024 report)

26 Jul 24

NPORT-P

T. Rowe Price Tax-Efficient Equity Fund (Feb 2024 report)

25 Apr 24

NPORT-P

Monthly portfolio investment report

26 Jan 24

NPORT-P

Monthly portfolio investment report

27 Oct 23

NPORT-P

Monthly portfolio investment report

27 Jul 23

NPORT-P

Monthly portfolio investment report

28 Apr 23

NPORT-P

Monthly portfolio investment report

27 Jan 23

NPORT-P

T. Rowe Price Tax-Efficient Equity Fund (Aug 2022 report)

27 Oct 22

NPORT-P

T. Rowe Price Tax-Efficient Equity Fund (May 2022 report)

26 Jul 22

Funds

Data from SEC filings

Series	Ticker	%Monthly Return ?			$Assets	#Holdings	As of
T. Rowe Price Tax-Efficient Equity Fund	PREFX, TEEFX	6.26	-1.62	2.47	1.14 bn	370	Aug 2024