PHEIX Mutual Fund
PHEIX Mutual Fund
PHEIX Mutual Fund
T. Rowe Price Hedged Equity Fund Class I
PHEIX Mutual Fund Overview
PHEIX Mutual Fund (T. Rowe Price Hedged Equity Fund Class I) is managed by T.Rowe Price. PHEIX expense ratio is 0.49%, holding 348 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2023-07-05.
PHEIX performance shows a YTD return of 8.05%. The 1-year return is 12.31%. PHEIX dividend yield stands at 5.52%, paid annually.
PHEIX top holdings include Nvidia Corp (6.6%), Apple, Inc (6.4%), T. Rowe Price Government Reserve Fund (6.1%), Microsoft Corp (4.7%), Amazon.Com Inc (3.5%). Go to all PHEIX holdings, PHEIX sectors, or PHEIX dividends.
PHEIX can be compared against other funds. Use PHEIX overlap to find shared positions, or PHEIX vs another fund for a side-by-side view. PHEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.