Which Funds Can PHEQ Replace?

Parametric Hedged Equity ETF Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds PHEQ Can Replace

80 funds

FSI > 80 out of 573 similar funds

Competing Fund AUM

$54.79B

Assets in funds PHEQ can compete with and replace

Outperformance Rank

#284

Rank among 573 similar funds

Who Holds Credible Replacements?

1,038 firms

126,479 connected advisors

Opportunity analysis

PHEQ can replace 80 funds with FSI above 80 out of 573 similar funds, representing $54.79B in competing fund AUM. Its outperformance rank is #284 among those similar funds. 1,038 13F firms and 126,479 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 34.2%.

Fund details

Vehicle
ETF
Issuer
Morgan Stanley
Focus
Large cap
Net expense ratio
0.29%
Assets under management
$153.8M

Related fund research