HELO Stock Price, Chart, Stats & News

JPMorgan Hedged Equity Laddered Overlay ETF
Save
Equity Hedged
Category
0.62%
Dividend yield
$0.4238
0.50%
Expense ratio
4.07B
Assets
11.66%
1Y return
HELO chart
1M
3M
1Y
5Y
Loading chart...
HELO returns
| YTD | 2.52% |
| 1Y | 11.66% |
| 1Y volatility | 7.30% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide exposure to the S&P 500 Index.
Top 10 HELO holdings
| Holding | Ownership |
|---|---|
Technology 7.60% | |
Technology 6.30% | |
Technology 5.18% | |
Consumer Cyclical 4.21% | |
Communication Services 3.18% | |
Technology 3.17% | |
Communication Services 2.10% | |
Communication Services 2.07% | |
Technology 1.78% | |
Consumer Cyclical 1.48% |
Similar securities
Based on sector and market capitalization
Report issue


















