HELO 股价预测及 ETF 分析 - 分红·管理费·持仓·NAV·RSI·MACD | 美股今日
详细指标表
| Category | US Equities - Quant Strat | Expense | 0.5% | Return% 1Y | 6.45% | Total Holdings | 155 | Perf Week | -0.13% | Volume | 228,092 |
| Asset Type | Equities (Stocks) | AUM | $4.89B | Return% 3Y | 12.18% | NAV | $69.23 | Perf Month | 0.29% | Avg Volume | 0.30M |
| ETF Type | US Equities | Dividend TTM | $0.39 (0.57%) | Return% 5Y | - | 52W High | -1.01% | Perf Quarter | 3.65% | Rel Volume | 0.77 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 9.93% | Perf Half Y | 3.36% | Prev Close | $69.25 |
| IPO | 2023/9/29 | Flows% 1M | 1.22% | Return% SI | 11.97% | RSI (14) | 51.17 | Perf YTD | 4.65% | Price | $69.52 |
| Beta | 0.57 | Flows% 3M | 4.95% | Flows% YTD | 29.02% | Flows% 1Y | 31% | Perf Year | 5.73% | Volatility(W/M) | 0.52% 0.54% |
| SMA20 | -0.02% | SMA50 | 0.13% | SMA200 | 2.73% | ATR | 0.44 | ||||
Jpmorgan Hedged Equity Laddered Overlay ETF 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.
前10大持仓占 基金的39%
按持仓比重从大到小。
过去1年中, 属于较高水平
较一年最高价低 1%。
成交量低于平时。 相当于平均成交量的77%。
长期表现为 涨跌都不大
如果3年前买入,现在的收益率是+42.6%。
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价格 几乎不波动
最糟糕时(2025年2月)下跌了11%,用了126天才恢复。
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分红 分红较少
每年可获得 0.57% 的股息。
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资金持续流入
最近一年流入了相当于资产31.0%的新资金。
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常见问题
HELO投资了多少只成分股?
HELO共持有 155 只成分股,AUM 约为 $4.9B。
HELO是否支付分红(分配)?
HELO的分红收益率约为 0.57%。
HELO 的 52 周最高价和最低价是多少?
HELO 过去 52 周最高 $70.23,最低 $63.24。