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NYSEArca - Delayed Quote USD

Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

58.00
-0.10
(-0.17%)
At close: April 17 at 4:00:00 PM EDT
58.01
+0.01
+(0.02%)
After hours: April 17 at 5:29:10 PM EDT

ETF Summary

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, 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 U.S. companies.

ETF Overview

Category Equity Hedged
Fund Family JPMorgan
Net Assets 2.74B
YTD Daily Total Return -6.22%
Yield 0.68%
Legal Type Exchange Traded Fund

ETF Operations

Attributes HELO Category Average
Annual Report Expense Ratio (net) 0.50% 1.24%
Holdings Turnover 30.00% 164.20%
Total Net Assets 334,000.75 334,000.75

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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