FLDR launched at a time when investors were sensitive to rising interest rates. The underlying index aims to optimize between interest rate risk and credit risk, with the goal of higher income potential than a money market and lower volatility than a short-term bond fund. FLDR holds two main components: US investment-grade floating-rate corporates with less than five years to maturity and fixed-rate Treasury notes with maturities ranging between seven to ten years. Floating-rate notes are weighted by the market cap of each security, subject to an issuer cap of 3.5%. Treasuries are weighted to create a portfolio duration of less than on year. The index is rebalanced monthly.
公司网站 :
https://screener.fidelity.com/ftgw/etf/goto/snapshot/snapshot.jhtml?symbols=FLDR&type=sq-NavBar
总经理:-
建立时间:2018
公司总部:Boston
领域:Miscellaneous
行业:Investment trusts/Mutual funds