HEQT

Simplify Hedged Equity ETF

$31.64

+0.00%

Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Simplify Hedged Equity ETF (HEQT) seeks to provide exposure to the U.S. equity market with the goal of limiting downside risk during market declines.

Overview

ETF tracking Simplify Hedged Equity ETF

Category Alternative

Issuer Other

Inception Date 2021-11-02

Market Cap $310.8M

Average Volume N/A

Dividend Yield 1.20%

52-Week Range $27.22 - $31.88

VWAP $31.66

Performance

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Investment Summary

📎 Investment Objective

The Simplify Hedged Equity ETF (HEQT) seeks to provide exposure to the U.S. equity market with the goal of limiting downside risk during market declines.

🎯 Investment Strategy

The fund uses a combination of long equity positions and options-based hedging strategies to try to achieve its objective. The portfolio managers aim to provide equity-like returns with lower volatility than the broader market.

✨ Key Features

Actively managed fund that seeks to provide equity exposure with downside protection
Utilizes options-based hedging strategies to limit losses during market downturns
Aims to generate equity-like returns with lower overall portfolio volatility
Relatively new fund with limited performance history

⚠️ Primary Risks

Market risk - The fund's value will fluctuate with changes in the broader equity market
Hedging risk - The options-based hedging strategies may not be effective in limiting losses
Liquidity risk - Some of the fund's investments may have limited trading volume or liquidity
Management risk - The fund's performance depends on the skill of the portfolio managers

👤 Best For

The Simplify Hedged Equity ETF may be suitable for investors seeking equity market exposure with the potential for lower downside risk, particularly during periods of market volatility. However, the fund's limited performance history and use of complex hedging strategies mean it may not be appropriate for all investors.