HELO

📎 Investment Objective

The JPMorgan Hedged Equity Laddered Overlay ETF (HELO) seeks to provide exposure to the U.S. large-cap equity market with the goal of reducing downside risk through the use of options-based hedging strategies.

✨ Key Features

• Exposure to large-cap U.S. equities with an options-based hedging strategy
• Laddered options overlay designed to reduce downside risk
• Potential for upside participation while limiting losses in market downturns
• Actively managed fund with a focus on risk management

⚠️ Primary Risks

• Market risk: The fund's performance is tied to the performance of the U.S. large-cap equity market, which can be volatile
• Options-related risks: The use of options strategies may not be successful in reducing downside risk as intended
• Active management risk: The fund's performance depends on the investment decisions made by the portfolio managers
• Liquidity risk: The fund may have difficulty trading certain securities, especially during periods of market stress

👤 Best For

This ETF may be suitable for investors seeking exposure to the U.S. large-cap equity market with a focus on risk management. It may be particularly appealing to investors who are concerned about potential market downturns and want to implement a hedging strategy to help mitigate losses. However, investors should be comfortable with the risks associated with options-based strategies and active management.