HEJD offers approximately 50% broad US equity market exposure while striving to generate income and minimize the impact of market fluctuations. Portfolio construction is based on a multi-strategy framework, focusing primarily on long positions in dividend-paying domestic equities across various market capitalizations. To hedge against market volatility, the fund shorts equity index futures contracts that are highly correlated with major benchmarks such as the S&P 500, Russell 2000, and Nasdaq-100, as well as ETFs that track these indices. Investment decisions are based on screens that emphasize profitability over the past 12 months and prioritize securities with above-average dividend yields, taking into account liquidity and tax implications.
公司网站 :
https://advisor.vcm.com/products/victoryshares-etfs/victoryshares-etfs-list/victoryshares-hedged-equity-income-etf
总经理:-
建立时间:2024
公司总部:VictoryShares Hedged Equity Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds