PHEQ ETF
Parametric Hedged Equity ETF
PHEQ ETF Overview
PHEQ ETF (Parametric Hedged Equity ETF) is managed by Parametric with $143.8M in net assets. PHEQ expense ratio is 0.29%, holding 184 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2023-10-16.
PHEQ performance shows a YTD return of 5.69%. The 1-year return is 12.00%. PHEQ dividend yield stands at 0.92%, paid quarterly.
PHEQ top holdings include Nvidia Corp (8.5%), Apple, Inc (7.3%), Microsoft Corp (5.8%), Amazon.Com Inc (4.1%), Alphabet Inc,class A (3.2%). Go to all PHEQ holdings, PHEQ sectors, or PHEQ dividends.
PHEQ can be compared against other funds. Use PHEQ overlap to find shared positions, or PHEQ vs another fund for a side-by-side view. PHEQ alternatives are available via the screener, along with tax-loss harvesting opportunities.