SDCP aims for total return while attempting to stabilize its NAV. The funds approach is rooted in a methodology that includes active sector rotation, thorough credit research, and disciplined risk management. The process results in an emphasis on low volatility and a short overall duration, typically within the 1 to 3-year range. The strategy aims to capitalize on opportunities across undervalued areas of the fixed income markets. The portfolio includes various fixed-income instruments such as US corporate bonds, US government securities, mortgage-backed securities (MBS), asset-backed securities (ABS), and bonds issued by foreign entities. While the majority of investments are expected to be of investment-grade quality, the fund may allocate up to 20% of its net assets to junk bonds.
公司网站 :
https://www.virtus.com/products/virtus-newfleet-short-duration-core-plus-bond-etf#shareclass.1029/period.quarterly
总经理:-
建立时间:2023
公司总部:Virtus ETF Trust II Virtus Newfleet Short Duration Core Plus Bond ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds