PHEQ ETF
Parametric Hedged Equity ETF
PHEQ ETF Overview
PHEQ ETF (Parametric Hedged Equity ETF) is managed by Parametric with $148.9M in net assets. PHEQ expense ratio is 0.29%, holding 187 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2023-10-16.
PHEQ performance shows a YTD return of 10.05%. The 1-year return is 11.26%. PHEQ dividend yield stands at 0.81%, paid quarterly.
PHEQ top holdings include Nvidia Corp (8.0%), Apple Inc (7.7%), Microsoft Corp (6.2%), Amazon.Com Inc (4.0%), Alphabet Inc (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.