- 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 0.50%. 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 $280.3M 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.
