T. Rowe Price Tax-Efficient Equity (PREFX)

55.03 -0.06 (-0.11%) USD  |  Apr 16

PREFX Asset Allocations & Exposures

Asset Allocation

Type % Net % Long % Short
Cash 0.05% Upgrade Upgrade
Stock 99.95% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Region Exposure

% Developed Markets: 98.48% % Emerging Markets: 1.52%
Americas 97.01%
North America Upgrade
Latin America Upgrade
Greater Europe 1.47%
United Kingdom Upgrade
Europe Developed Upgrade
Europe Emerging Upgrade
Africa/Middle East Upgrade
Greater Asia 1.51%
Japan Upgrade
Australasia Upgrade
Asia Developed Upgrade
Asia Emerging Upgrade

Market Capitalization

As of December 31, 2020
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro --

Stock Style Exposure

Large Cap Value Upgrade
Large Cap Blend Upgrade
Large Cap Growth Upgrade
Mid Cap Value Upgrade
Mid Cap Blend Upgrade
Mid Cap Growth Upgrade
Small Cap Value Upgrade
Small Cap Blend Upgrade
Small Cap Growth Upgrade
As of December 31, 2020

Stock Sector Exposure

Cyclical
27.34%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
55.52%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
17.14%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of December 31, 2020