HELO – JPMorgan Hedged Equity Ldrd Ovrly ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HELO	Jpmorgan Hedged Equity Laddered Overlay ETF	ETF	Open	—		Sep 28, 2023	$4.84B	0.500%	—	—	$1.16B

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