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PHEQ

Parametric Hedged Equity ETF

Feb 06 • 04:00PM ET

32.71

+0.30 0.92 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	9.00%	Total Holdings	192	Perf Week	0.53%
Sponsor	Morgan Stanley	ETF Type		Tags	equity	Return% 3Y	-	AUM	131.02M	Perf Month	-0.25%
Fund Family		Bond Type		Tags	large-cap	Return% 5Y	-	NAV/sh		Perf Quarter	0.99%
Index	-	Average Maturity		Tags	hedge-risk	Return% 10Y		52W High	32.99 -0.85%	Perf Half Y	5.07%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	26.19 24.89%	Perf YTD	0.43%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-8.03%	Volatility	0.61% 0.57%	Perf Year	8.44%
Dividend TTM	0.39 (1.18%)	ESG Type		Tags	-	Flows% 3M	-2.45%	ATR (14)	0.22	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	-4.75%	RSI (14)	52.29	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.52	Perf 10Y	-
Expense	0.29%	Growth/Value		SMA20	0.09%	Flows% 3Y		Rel Volume	0.20	Prev Close	32.41
Inverse/Leveraged		Market Cap		SMA50	0.17%	Flows% 5Y		Avg Volume	33.29K	Price	32.71
IPO	Oct 19, 2023	Option/Short	No / Yes	SMA200	4.11%	Trades		Volume	6,572	Change	0.92%

Oct-19-23 09:00AM

Morgan Stanley Investment Management Expands ETF Platform with Five Active ETFs

(Business Wire)

Parametric Hedged Equity ETF seeks to provide capital appreciation while limiting losses experienced by investors (before fees, expenses, and taxes) through the incorporation of an option overlay hedge strategy. The fund seeks to provide capital appreciation by investing its net assets in equity securities of certain U.S. large capitalization companies that are constituents of the Solactive GBS US 500 at the time of purchase.

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PHEQ

Parametric Hedged Equity ETF

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