Which Funds Can PHEFX Replace?

T. Rowe Price Hedged Equity Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds PHEFX Can Replace

230 funds

FSI > 80 out of 1,544 similar funds

Competing Fund AUM

$453.12B

Assets in funds PHEFX can compete with and replace

Outperformance Rank

#955

Rank among 1,544 similar funds

Who Holds Credible Replacements?

851 firms

120,853 connected advisors

Opportunity analysis

PHEFX can replace 230 funds with FSI above 80 out of 1,544 similar funds, representing $453.12B in competing fund AUM. Its outperformance rank is #955 among those similar funds. 851 13F firms and 120,853 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 12.3%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.90%
Assets under management
$3.83B

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