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 0.47%, holding 347 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2023-07-05.
PHEIX performance shows a YTD return of 6.67%. The 1-year return is 19.96%. PHEIX dividend yield stands at 5.59%, paid annually.
PHEIX 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 PHEIX holdings, sector breakdown, or dividend history.
PHEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.