EQHEX Mutual Fund
NAV$28.51
AUM$275M
TER1.18%
Holdings8
EQHEX Mutual Fund
NAV$28.51
Equable Shares Hedged Equity Fund Class I
AUM$275M
TER1.18%
Holdings8
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EQHEX Mutual Fund Overview
EQHEX Mutual Fund (Equable Shares Hedged Equity Fund Class I) is managed by Equable Shares with $275.3M in net assets. EQHEX expense ratio is 1.18%, holding 8 positions across various sectors. Inception date: 2019-06-01.
EQHEX performance shows a YTD return of 7.04%. The 1-year return is 8.40% and the 5-year return is 8.87%. EQHEX dividend yield stands at 2.16%, paid quarterly.
EQHEX top holdings include a diversified portfolio. View all EQHEX holdings, sector breakdown, or dividend history.
EQHEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQHEX alternatives are available via the screener, along with tax-loss harvesting opportunities.