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, Unknown, Communication Services. Inception date: 2023-07-05.
PHEFX performance shows a YTD return of 6.54%. The 1-year return is 19.67%. PHEFX dividend yield stands at 5.53%, paid annually.
PHEFX top holdings include T. Rowe Price Government Reserve Fund (7.4%), Nvidia Corp. (6.4%), Apple, Inc (5.6%), Microsoft Corp 4.100 Feb 06 37 (4.2%), Amazon.Com Inc (3.0%). View all PHEFX holdings, sector breakdown, or dividend history.
PHEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.