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PHEIX T. Rowe Price Hedged Equity I Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA).

Industry description

The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities and derivatives that have similar economic characteristics to equity securities or the equity markets. The fund may purchase the stocks of companies of any size and invest in any type of equity security, but its focus will typically be on common stocks of large-cap U.S. companies. The fund is non-diversified.

Market Cap

The average market capitalization across the T. Rowe Price Hedged Equity I MF is 2.15T. The market cap for tickers in the group ranges from 559.85B to 3.57T. NVDA holds the highest valuation in this group at 3.57T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the T. Rowe Price Hedged Equity I MF was -23%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 71
Price Growth Rating: 23
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
T. Rowe Price Institutional Equity Funds100 East Pratt StreetBaltimore
Phone
(410) 345-2000
Web
www.troweprice.com
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PHEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHEIX has been closely correlated with GATEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHEIX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHEIX
1D Price
Change %
PHEIX100%
+0.55%
GATEX - PHEIX
95%
Closely correlated
+0.34%
JHTGX - PHEIX
92%
Closely correlated
+0.36%
JHTAX - PHEIX
92%
Closely correlated
+0.36%
JHDCX - PHEIX
83%
Closely correlated
+0.27%
JHQRX - PHEIX
66%
Closely correlated
+0.39%
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