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HELO Stock Price, Chart, Stats & News
Jpmorgan Hedged Equity Laddered Overlay ETF
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Equity Hedged
Category
0.64%
Dividend yield
$0.4299
0.50%
Expense ratio
4.02B
Assets
9.19%
1Y return
HELO chart
1M
3M
1Y
5Y
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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 8.17% | |
Technology 6.48% | |
Technology 4.59% | |
Consumer Cyclical 3.94% | |
Communication Services 3.18% | |
Technology 3.02% | |
Technology 2.35% | |
Communication Services 2.08% | |
Communication Services 2.03% | |
Technology 1.63% |
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