| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#61 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 10.75 percent over the past year, 12.91 percent over the past three years, 5.51 percent over the past five years, and 8.81 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.8% |
| 1 Year | 10.8% |
| 3 Years (Annualized) | 12.9% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 8.8% |
Summary
The investment seeks to maximize after-tax growth of capital through investments primarily in common stocks. The fund invests in 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
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
Risk is Above Average compared to funds in the same category according to Morningstar.
