Parametric Hedged Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Parametric Hedged Equity ETF PHEQ
Morningstar’s Analysis PHEQ
Will PHEQ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PHEQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PHEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.09 | 11M | Technology |
Apple Inc | 7.10 | 10M | Technology |
Microsoft Corp | 4.83 | 7M | Technology |
Amazon.com Inc | 3.97 | 5M | Consumer Cyclical |
Alphabet Inc Class A | 3.61 | 5M | Communication Services |
Alphabet Inc Class C | 3.14 | 4M | Communication Services |
Broadcom Inc | 3.07 | 4M | Technology |
Meta Platforms Inc Class A | 2.11 | 3M | Communication Services |
Tesla Inc | 2.05 | 3M | Consumer Cyclical |
Eli Lilly and Co | 1.84 | 3M | Healthcare |
United States