THEQ

T. Rowe Price Hedged Equity ETF

$27.95

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The T. Rowe Price Hedged Equity ETF seeks to provide long-term capital appreciation with lower volatility than the overall U.S. equity market.

Overview

ETF tracking T. Rowe Price Hedged Equity ETF

Category Alternative

Issuer Other

Inception Date 2025-03-27

Market Cap $23.1M

Average Volume N/A

Dividend Yield N/A

52-Week Range $22.97 - $28.43

VWAP $28.01

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The T. Rowe Price Hedged Equity ETF seeks to provide long-term capital appreciation with lower volatility than the overall U.S. equity market.

🎯 Investment Strategy

The fund aims to achieve its objective by investing in a diversified portfolio of U.S. equities while using options strategies to help manage downside risk. The portfolio managers use a combination of fundamental research and quantitative analysis to select stocks and implement the hedging overlay.

✨ Key Features

Actively managed portfolio of U.S. stocks with a focus on risk management
Utilizes options strategies to help mitigate downside risk and reduce volatility
Aims to provide long-term capital appreciation with lower risk than the broader market
Experienced portfolio management team from T. Rowe Price

⚠️ Primary Risks

Market risk: The value of the fund's holdings can decline due to overall market and economic conditions
Equity risk: The fund is subject to the risks associated with investing in individual equity securities
Options strategy risk: The use of options may not be successful in limiting downside risk as intended
Active management risk: The fund's performance could trail that of the broader market if the portfolio managers' decisions are not effective

👤 Best For

This ETF may be suitable for investors seeking long-term capital appreciation with lower volatility than the overall U.S. equity market. It could be a component of a diversified portfolio, particularly for investors with a moderate risk tolerance who are looking to manage downside risk.