Description: The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.
Home Page: www.invesco.com/static/us/productdetail?productId=PHDG&productType=ETF
PHDG Technical AnalysisExchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Long-Short Equity
Asset Allocation | |||
---|---|---|---|
Asset Class | Long % | Short % | Net Assets |
Stock US | 75.75 | 0.00 | 75.75 |
Cash | 15.27 | 0.00 | 15.27 |
Other | 8.12 | 0.00 | 8.12 |
Stock non-US | 0.86 | 0.00 | 0.86 |
Sector Weights | ||
---|---|---|
Sector | Equity % | Relative to Category |
Technology | 22.65 | 19.69 |
Healthcare | 15.73 | 12.82 |
Financial Services | 14.17 | 15.75 |
Consumer Cyclicals | 9.62 | 11.16 |
Industrials | 9.11 | 12.31 |
Consumer Defensive | 7.65 | 6.00 |
Communication Services | 7.43 | 7.39 |
Energy | 5.16 | 6.11 |
Utilities | 3.16 | 3.12 |
Real Estate | 2.82 | 1.48 |
Basic Materials | 2.50 | 4.17 |
World Regions | ||
---|---|---|
Region | Equity % | Relative to Category |
North America | 98.88 | 91.77 |
United Kingdom | 0.57 | 2.16 |
Europe Developed | 0.52 | 3.39 |
Asia Developed | 0.03 | 0.49 |
Japan | 0.00 | 0.85 |
Australasia | 0.00 | 0.24 |
Asia Emerging | 0.00 | 0.41 |
Latin America | 0.00 | 0.48 |
Europe Emerging | 0.00 | 0.01 |
Africa/Middle East | 0.00 | 0.21 |