Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Price T Rowe Tax Efficient Balanced Fund Inc, Price T Rowe Tax Efficient Funds Inc
SEC CIK
Latest filings (excl ownership)
CORRESP
Correspondence with SEC
22 Dec 22
CORRESP
Correspondence with SEC
15 Nov 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Oct 22
N-PX
Annual report of proxy voting record
31 Aug 22
N-CEN
Annual report (registered investment company)
28 Apr 22
N-CSR
Certified annual shareholder report (management investment company)
21 Apr 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Oct 21
N-PX
Annual report of proxy voting record
31 Aug 21
N-CEN
Annual report (registered investment company)
11 May 21
N-CSR
Certified annual shareholder report (management investment company)
22 Apr 21
Latest ownership filings
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Nov 2022 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
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Feb 2022 report)
26 Apr 22
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Nov 2021 report)
27 Jan 22
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Aug 2021 report)
27 Oct 21
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (May 2021 report)
26 Jul 21
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Feb 2021 report)
23 Apr 21
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Nov 2020 report)
27 Jan 21
NPORT-P
T. Rowe Price Tax-Efficient Equity Fund (Aug 2020 report)
27 Oct 20
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| T. Rowe Price Tax-Efficient Equity Fund | PREFX, TEEFX | -9.43 | 5.59 | 5.06 | 729.88 mm | 352 | Nov 2022 |