HELS yields 0.02% · NNN yields 5.66%● Live data
📍 NNN pulled ahead of the other in Year 1
Combined, HELS + NNN cover 0 of 12 months — good coverage
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HELS actively invests up to 130% of net assets in long positions and 30% in short positions, primarily in US-listed equities. Portfolio construction leverages proprietary fundamental research and risk signals, aligning position size and duration with signal strength across individual trades, trends, and time horizons. The funds adviser selects companies considered to have sustainable competitive advantages and positive change catalysts, such as accelerating sales, cyclical recoveries, operational improvements, and capital structure enhancements. Short positions target companies with negative attributes like declining sales or weak financials. The portfolio typically holds 3050 longs and 1530 shorts, using risk management techniques for diversification. The fund may invest in ADRs, ETFs, derivatives, and securities lending intending to deliver more efficient risk/return characteristics than long-only funds.
Full HELS Calculator →National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.