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 with $423.9M in net assets. PHEIX expense ratio is 0.49%, holding 349 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2023-07-05.
PHEIX performance shows a YTD return of 7.20%. The 1-year return is 7.16%. PHEIX dividend yield stands at 0.90%.
PHEIX top holdings include Nvidia Corp (6.9%), T. Rowe Price Government Reserve Fund (6.4%), Apple Inc (5.6%), Microsoft Corp (5.0%), Amazon.Com Inc (3.2%). 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.