Morningstar

T. Rowe Price Hedged Equity ETF THEQ

Morningstar Medalist Rating
Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis THEQ

Will THEQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable THEQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the THEQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of THEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dynamic.

Analyst Drew Carter

Drew Carter

Analyst

Summary

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.

by Drew Carter
Rated on Published on

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Portfolio Holdings THEQ

More THEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T. Rowe Price US Equity Research ETF

82.09 30M
—

Us 10yr Note (Cbt)sep26 Xcbt 20260921

12.74 5M
Government

T Rowe Price Res Inv Fd Mutual Fund

5.34 2M
—

Us Dollar

0.94 346,797
Cash and Equivalents

United States Treasury Bills 3.6225%

0.35 129,316
Government

United States Treasury Bills 3.688%

0.35 128,833
Government

Cisco Systems Inc

0.27 99,067
Technology

Chubb Ltd

0.27 98,253
Financial Services

Motorola Solutions Inc

0.26 94,235
Technology

ExxonMobil Holdings Corp

0.24 89,742
Energy

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