3 / 5 Stars
3 4 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#143 in Large Growth
U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.76 percent over the past year, 13.19 percent over the past three years, 22.07 percent over the past five years, and 7.81 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||7.8%|
The investment seeks to maximize after-tax growth of capital. The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics: a demonstrated ability to consistently increase revenues, earnings, and cash flow; strong management; attractive business niches; and a sustainable competitive advantage. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.
Fees are Average compared to funds in the same category.
T. Rowe Price Tax-Efficient Equity Fund has an expense ratio of 0.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.