PHEFX Mutual Fund
PHEFX Mutual Fund
PHEFX Mutual Fund
T. Rowe Price Hedged Equity Fund Investor Class
PHEFX Mutual Fund Overview
PHEFX Mutual Fund (T. Rowe Price Hedged Equity Fund Investor Class) is managed by T.Rowe Price. PHEFX expense ratio is 0.75%, holding 347 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2023-07-05.
PHEFX performance shows a YTD return of 5.85%. The 1-year return is 11.62%. PHEFX dividend yield stands at 5.57%, paid annually.
PHEFX top holdings include T. Rowe Price Government Reserve Fund (7.4%), Nvidia Corp. (6.4%), Apple, Inc (5.6%), Microsoft Corp (4.2%), Amazon.Com Inc (3.0%). Go to all PHEFX holdings, PHEFX sectors, or PHEFX dividends.
PHEFX can be compared against other funds. Use PHEFX overlap to find shared positions, or PHEFX vs another fund for a side-by-side view. PHEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.