Sign in
HELO Stock Price, Chart, Stats & News
JPMorgan Hedged Equity Laddered Overlay ETF
Save
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) does not currently pay a dividend.
Equity Hedged
Category
0.50%
Expense ratio
4.02B
Assets
9.19%
1Y return
HELO chart
1M
3M
1Y
5Y
Loading chart...
HELO returns
| YTD | 1.49% |
| 1Y | 9.19% |
| 1Y volatility | 7.30% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.
Top 10 HELO holdings
| Holding | Ownership |
|---|---|
Technology 7.72% | |
Technology 6.34% | |
Technology 4.78% | |
Consumer Cyclical 4.04% | |
Communication Services 3.15% | |
Technology 2.89% | |
Communication Services 2.26% | |
Technology 2.25% | |
Communication Services 2.00% | |
Technology 1.54% |
Similar securities
Based on sector and market capitalization
Report issue