Overlay Shares Short Term Bond ETF (OVT) Kurs

Overlay Shares Short Term Bond ETF Kurs

21,13
-0,04 (-0,17 %)
TER0,79 %
AUM62,47 Mio. USD
Holdings1
ValutaUSD
Fondsstart14.1.2021

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Performance

1W-0,62 %
1M-1,87 %
3M-3,24 %
YTD-3,71 %

Underliggende

Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF

Overlay Shares Short Term Bond ETF Profil

The ETF Overlay Shares Short Term Bond ETF is a type of exchange-traded fund (ETF) that seeks to provide investors with exposure to a diversified portfolio of short-term bonds. This ETF aims to provide investors with a way to invest in a low-risk, fixed-income asset class that can help diversify their overall investment portfolio.

The ETF Overlay Shares Short Term Bond ETF was initially created in 2007 as the First Trust Short Duration ETF. In 2018, it was acquired by Overlay Shares, a provider of ETFs that use an overlay strategy to provide investors with exposure to a diversified portfolio of assets. The ETF Overlay Shares Short Term Bond ETF functions as a sub-advised fund, with the investment management team using a proprietary overlay strategy to manage the underlying portfolio.

The ETF Overlay Shares Short Term Bond ETF invests primarily in investment-grade debt securities with a maturity of five years or less. The underlying portfolio is diversified across various sectors, including government bonds, corporate bonds, and mortgage-backed securities. The ETF Overlay Shares Short Term Bond ETF also employs an overlay strategy that aims to enhance returns and minimize risk by using derivatives such as futures contracts, options, and swaps.

The ETF Overlay Shares Short Term Bond ETF provides investors with several benefits. Firstly, it offers exposure to a diversified portfolio of short-term bonds, which can provide a stable source of income with relatively low risk. Secondly, the use of an overlay strategy can potentially enhance returns and minimize risk, which can be particularly useful in periods of market volatility. Thirdly, the ETF provides investors with the convenience of being able to buy and sell shares on an exchange, making it an accessible investment vehicle for both retail and institutional investors.

In terms of performance, the ETF Overlay Shares Short Term Bond ETF has generally performed well relative to its peers. As of August 31, 2021, the ETF had returned 0.39% over the past year, compared to the category average of 0.28%. The ETF also has a low expense ratio of 0.20%, which makes it a cost-effective investment option.

Overall, the ETF Overlay Shares Short Term Bond ETF is a well-diversified, low-risk investment vehicle that provides investors with exposure to a stable source of income. The ETF's use of an overlay strategy can potentially enhance returns and minimize risk, making it an attractive option for investors who are looking to diversify their investment portfolio.

ETF-beholdninger efter land

Overlay Shares Short Term Bond ETF Liste over beholdninger

1 Beholdninger
Aktie og aktieanalyseAndel
100,00 %

Ofte stillede spørgsmål om Overlay Shares Short Term Bond ETF

Overlay Shares Short Term Bond ETF udbydes af Overlay Shares, en ledende aktør inden for passive investeringer.

ISIN for Overlay Shares Short Term Bond ETF er US53656F5733.

Omkostningsandelen for Overlay Shares Short Term Bond ETF er 0,79 %, hvilket betyder, at investorer betaler 79,00 USD pr. 10.000 USD investeringskapital årligt.

ETF'en er noteret i USD.

Europæiske investorer kan pådrage sig yderligere omkostninger for valutaveksling og transaktionsgebyrer.

Nej, Overlay Shares Short Term Bond ETF overholder ikke EU's UCITS-direktiver for investorbeskyttelse.

Amerikas Forenede Stater har den største andel i Overlay Shares Short Term Bond ETF.

Det gennemsnitlige handelsvolumen for Overlay Shares Short Term Bond ETF er i øjeblikket 12.791,00.

Overlay Shares Short Term Bond ETF er hjemmehørende i US.

Fonden blev lanceret den 14.1.2021.

Overlay Shares Short Term Bond ETF investerer primært i Investment Grade-virksomheder.

NAV for Overlay Shares Short Term Bond ETF udgør 21,18 USD.

Investeringer kan foretages gennem mæglere eller finansielle institutioner, der giver adgang til handel med ETF'er.

ETF'en handles på børsen, svarende til aktier.

Ja, ETF'en kan holdes på en almindelig værdipapirkonto.

ETF'en er egnet til både kortsigtede og langsigtede investeringsstrategier, afhængigt af investorens mål.

ETF'en værdiansættes på daglig børsbasis.

Oplysninger om dividender bør anmodes fra udbyderens websted eller din mægler.

Risiciene omfatter markedsudsving, valutarisici og risici forbundet med mindre virksomheder.

ETF'en er forpligtet til at rapportere regelmæssigt og transparent om sine investeringer.

Performancen kan ses på Eulerpool eller direkte på udbyderens websted.

Yderligere oplysninger findes på udbyderens officielle hjemmeside.

ETF-profil

Overlay Shares Short Term Bond ETF

Ticker
ISIN
CUSIP
AktivklasseObligationer
InvesteringssegmentInvestment Grade
Aktiver under forvaltning62,47 Mio. USD
Gennemsnitligt volumen12.791
DomicilUS
Fondsstart14.1.2021
ValutaUSD
Årlig omkostningsandel (TER)0,79 %
NAV (Net Asset Value)21,18 USD
Pris/Bogført værdi—
P/E-forhold—

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