Continue to site >
Trending ETFs

Hedge Strategies

Hedge strategy based mutual funds and ETFs pursue investment strategies that are... Hedge strategy based mutual funds and ETFs pursue investment strategies that are distinct from a typical buy and hold portfolio. They may bet against stocks (sell short), use leverage (use borrowed money) to enhance returns, and employ financial derivatives to either make bets or protect an aspect of a portfolio. These funds also may use a variety of specific approaches in managing money, such as market neutral, long-short equity, and merger arbitrage. These are usually actively managed funds and, depending on their mandate, may invest in a broad range of listed and unlisted asset classes. They are usually only available to accredited investors. Some of these funds are riskier than others. For example, a fund that uses a lot of leverage, or takes concentrated short positions, exposes itself to the possibility of significant losses. On the other hand, a typical market neutral fund may actually exhibit less volatility than the overall equity market. Last Updated: 02/22/2024 View more View less

Hedge strategy based mutual funds and ETFs pursue investment strategies that are distinct from a typical buy and hold portfolio. They may bet against stocks (sell short), use leverage (use borrowed money) to... Hedge strategy based mutual funds and ETFs pursue investment strategies that are distinct from a typical buy and hold portfolio. They may bet against stocks (sell short), use leverage (use borrowed money) to enhance returns, and employ financial derivatives to either make bets or protect an aspect of a portfolio. These funds also may use a variety of specific approaches in managing money, such as market neutral, long-short equity, and merger arbitrage. These are usually actively managed funds and, depending on their mandate, may invest in a broad range of listed and unlisted asset classes. They are usually only available to accredited investors. Some of these funds are riskier than others. For example, a fund that uses a lot of leverage, or takes concentrated short positions, exposes itself to the possibility of significant losses. On the other hand, a typical market neutral fund may actually exhibit less volatility than the overall equity market. Last Updated: 02/22/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/20/24

$49.38

+0.10%

$4.58 B

3.58%

$1.77

6.66%

-1.32%

1.04%

-

0.07%

$38.75

+0.16%

$4.23 B

0.18%

$0.07

15.56%

10.81%

10.65%

8.35%

0.36%

$33.08

+0.24%

$3.55 B

2.40%

$0.79

16.67%

11.01%

10.82%

8.51%

0.70%

$101.45

+0.65%

$3.12 B

6.35%

$6.44

50.17%

23.61%

18.18%

12.09%

0.48%

$43.93

+0.32%

$1.70 B

1.09%

$0.48

16.91%

8.36%

11.78%

-

0.58%

$45.22

+0.09%

$1.37 B

1.19%

$0.54

17.52%

12.92%

10.63%

8.75%

0.58%

$9.15

0.00%

$1.11 B

3.88%

$0.35

5.42%

-0.40%

0.97%

0.79%

0.17%

$26.79

-0.13%

$948.54 M

12.09%

$3.24

5.31%

0.04%

-

-

0.85%

$19.78

+0.41%

$914.34 M

3.72%

$0.74

-4.40%

-7.70%

-

-

1.03%

$30.30

+0.07%

$612.00 M

4.05%

$1.23

8.25%

-0.31%

2.33%

1.79%

1.00%

$11.99

0.00%

$595.38 M

0.00%

-

-4.85%

-6.80%

4.67%

0.12%

-

$28.22

+0.07%

$577.60 M

7.70%

$2.17

12.88%

12.93%

8.19%

-

0.40%

$38.80

+0.21%

$451.18 M

7.09%

$2.75

8.86%

10.52%

9.85%

7.74%

0.46%

$25.59

+0.16%

$406.22 M

3.04%

$0.78

13.28%

6.11%

8.60%

-

0.20%

$17.07

+0.71%

$401.67 M

1.75%

$0.30

6.45%

3.33%

4.10%

2.97%

1.40%

$34.44

+0.15%

$371.20 M

1.47%

$0.50

13.07%

10.76%

10.94%

-

1.12%

$34.55

-0.16%

$350.23 M

1.27%

$0.44

10.39%

10.31%

-

-

0.82%

$19.84

-0.20%

$299.89 M

2.36%

$0.47

15.15%

6.86%

10.45%

8.57%

0.28%

$70.00

+0.10%

$289.07 M

0.44%

$0.31

42.37%

15.53%

15.31%

11.08%

0.47%

$76.35

+0.16%

$285.87 M

4.58%

$3.49

11.17%

3.96%

4.44%

2.95%

0.30%

$93.59

+0.04%

$259.48 M

8.53%

$7.99

10.10%

3.72%

3.94%

-

0.44%

$29.43

+0.26%

$249.66 M

13.60%

$4.00

42.78%

15.87%

15.42%

-

0.09%

$32.59

+0.52%

$237.02 M

3.13%

$1.02

9.59%

8.54%

7.12%

-

0.40%

$49.85

-0.89%

$230.08 M

1.69%

$0.84

38.58%

-

-

-

0.50%

$39.45

+0.25%

$215.64 M

2.62%

$1.03

43.53%

15.60%

15.32%

11.20%

1.03%

$22.06

+0.07%

$200.41 M

3.54%

$0.78

6.68%

3.05%

2.72%

2.02%

0.23%

$32.85

+0.27%

$198.42 M

2.86%

$0.94

7.48%

4.88%

6.15%

-

0.48%

$19.93

-0.46%

$185.44 M

0.38%

$0.08

14.85%

5.48%

-

-

0.83%

$30.01

+0.20%

$174.77 M

2.71%

$0.81

13.45%

5.44%

8.55%

-

0.70%

$84.99

-0.01%

$162.46 M

8.12%

$6.90

11.80%

5.65%

4.77%

-

1.11%

Get the lastest fund and ETF news in your inbox each week.

Receive latest news, trending tickers, top stocks increasing dividend this week and more.

Hedge Strategies In The News

Hedge Strategies Research