PHEQ ETF
Parametric Hedged Equity ETF
PHEQ ETF Overview
PHEQ ETF (Parametric Hedged Equity ETF) is managed by Parametric with $147.8M in net assets. PHEQ expense ratio is 0.29%, holding 184 positions across sectors including Information Technology, Communication Services, Financials. 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 0.94%, paid quarterly.
PHEQ top holdings include Apple, Inc (8.3%), Nvidia Corp. (7.3%), Microsoft Corp (4.7%), Amazon.Com Inc (3.7%), Alphabet Inc Common Stock USD 0.001 (3.3%). 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.