HEJD

VictoryShares Hedged Equity Income ETF

$27.20
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The VictoryShares Hedged Equity Income ETF (HEJD) seeks to provide current income and long-term capital appreciation with lower volatility than the overall U.S. equity market.

Overview

ETF tracking VictoryShares Hedged Equity Income ETF

Category Value
Issuer Other
Inception Date 2024-07-11
Market Cap $37.3M
Average Volume N/A
Dividend Yield 3.11%
52-Week Range $24.51 - $27.55
VWAP $27.21

Performance

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Investment Summary

📎 Investment Objective

The VictoryShares Hedged Equity Income ETF (HEJD) seeks to provide current income and long-term capital appreciation with lower volatility than the overall U.S. equity market.

🎯 Investment Strategy

The fund invests primarily in a portfolio of U.S. equities and uses options strategies to seek to hedge against downside risk. The options strategies may include buying put options, selling call options, and other hedging techniques to manage the fund's overall risk exposure.

✨ Key Features

  • Seeks to provide income and capital appreciation with lower volatility than the broader market
  • Utilizes options strategies to help hedge against downside risk
  • Diversified portfolio of U.S. equities
  • Actively managed by experienced investment professionals

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Options risk: The use of options strategies may not be successful in limiting downside risk
  • Equity risk: The fund is subject to the risks associated with investing in the stock market
  • Active management risk: The fund's performance may not match the benchmark if the manager's investment decisions are not successful

👤 Best For

This ETF may be suitable for investors seeking current income and long-term capital appreciation with lower volatility than the overall U.S. equity market. It may be appropriate for investors with a moderate risk tolerance who are willing to accept the risks associated with equity investments and options strategies.