JPMorgan International Hedged Equity Laddered Overlay ETF

Frequently Asked Questions About HOLA

What does HOLA invest in?

This fund aims for capital appreciation by participating in international equity markets. It also implements a hedging strategy to mitigate broad market risk, differentiating it from traditional long-only equity investments. Typically, at least 80% of its total investment capital, which includes net assets and any borrowed funds used for investing, will be allocated to stocks. Its primary focus is on equity securities of non-U.S. companies across all market capitalizations, extending to foreign subsidiaries of U.S.-based firms.

What is the expense ratio of HOLA?

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) charges an expense ratio of 0.68%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HOLA?

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) manages $281.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is HOLA actively managed or an index fund?

HOLA's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HOLA launched?

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) launched in March 2019 and is managed by J.P. Morgan.

How has HOLA performed?

HOLA's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.