T. Rowe Price Hedged Equity Z (PZHEX)
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T. Rowe Price Hedged Equity Z
Baltimore MD 21202
100 East Pratt Street
T. Rowe Price Institutional Equity Funds
(410) 345-2000
Management Information
Sean P. McWilliams,Lead Manager since July 4, 2023
Sean McWilliams is a Vice President of T. Rowe Price. He is a portfolio manager and quantitative investment analyst in the Multi-Asset Division with research and portfolio management responsibilities. He is a member of the Investment Advisory Committee of the T. Rowe Price Global Allocation Fund. He joined the firm in 2009. Mr. McWilliams earned a B.A. in mathematics and applied mathematics/statistics and an M.S. in applied economics from the John Hopkins University. He also earned an M.S. in applied mathematics from the University of Maryland, Baltimore County.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyT. Rowe Price
Net Assets3.32B
YTD Return5.42%
YieldN/A
Morningstar RatingN/A1
Inception DateJul 4, 2023
Fund Operations
Last Dividend0.06
Last Cap Gain5.00
Holdings Turnover16.10%
Average for CategoryN/A
Fees & Expenses
ExpensePZHEXCategory Average
Annual Report Expense Ratio (net)0.75%0.78%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio1.29%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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