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The fund is an actively-managed ETF that pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) directly and indirectly through one or more other investment companies, including ETFs, in equity securities of large capitalization U.S. companies. It may buy and sell put and call options. The fund is non-diversified.
Is HEGD's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
Investors should consider the benefits and risks of hedged equity exchange traded fund strategies and the best practices when utilizing these alternative strategies to address market risks.
Hedged equity strategies have become a popular solution for investors seeking to diversify beyond the basic stock and bond portfolio mix. With equities and fixed income both negative in 2022 and the economic outlook uncertain, hedged equity is getting a closer look.
As we tackle the volatile market conditions today, investors should consider an alternative exchange traded fund strategy that can help better navigate the many risks and challenges ahead. In the upcoming webcast, Irrational Exuberance: Risk Management Lessons from Shiller's Classic, Marc Odo, Client Portfolio Manager, Swan Global Investments, highlighted the current period of irrational exuberance [.