HEQT Profile
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities and applying an option overlay known as a put/spread collar strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds (ETFs) that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the funds portfolio in underlying ETFs.
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