Key stats
About VictoryShares Hedged Equity Income ETF
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Inception date
Jul 11, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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.
Classification
What's in the fund
Exposure type
Finance
Utilities
Consumer Non-Durables
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.