T. Rowe Price Hedged Equity’s well-resourced team and multipronged approach to managing volatility help it stand out in the equity-hedged Morningstar Category. This strategy includes a mutual fund and an active exchange-traded fund.
T. Rowe Price Hedged Equity ETF THEQ
Morningstar’s Analysis THEQ
Will THEQ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 89.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
T. Rowe Price US Equity Research ETF | 77.08 | 31M | — |
Us 10yr Note (Cbt)dec26 Xcbt 20261221 | 12.05 | 5M | Government |
T Rowe Price Res Inv Fd Mutual Fund | 6.90 | 3M | — |
Us Dollar | 0.87 | 344,940 | Cash and Equivalents |
Motorola Solutions Inc | 0.28 | 110,721 | Technology |
Microsoft Corp | 0.27 | 105,987 | Technology |
McKesson Corp | 0.26 | 102,266 | Healthcare |
Chubb Ltd | 0.25 | 99,530 | Financial Services |
Cisco Systems Inc | 0.25 | 97,562 | Technology |
Gilead Sciences Inc | 0.23 | 89,819 | Healthcare |