Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund in the Equity Hedged category. It has $3.91B in assets, an expense ratio of 0.50% and a 0.64% dividend yield. 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.