Overlay Shares Short Term Bond ETF (OVT) Precio
Overlay Shares Short Term Bond ETF Precio
Accede a estos datos a través de la API de Eulerpool
100.000 solicitudes/mes gratis · sin tarjeta
Performance
Subyacente
Perfil de Overlay Shares Short Term Bond ETF
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.
Posiciones del ETF por Sector
| Sector | Distribución |
|---|---|
Tecnología de la información | 40,45 % |
Sector financiero | 11,2 % |
Servicios de comunicación | 9,95 % |
Sanidad | 9,26 % |
Bienes de consumo cíclicos | 8,74 % |
Industria | 7,54 % |
Bienes de consumo básico | 4,33 % |
Energía | 3,4 % |
Servicios públicos | 1,88 % |
Bienes raíces | 1,7 % |
Materias primas | 1,56 % |
Posiciones del ETF por País
Lista de Posiciones de Overlay Shares Short Term Bond ETF
| Empresa | Participación |
|---|---|
100,00 % |
Preguntas frecuentes sobre Overlay Shares Short Term Bond ETF
Overlay Shares Short Term Bond ETF es ofrecido por Overlay Shares, un actor líder en el campo de inversiones pasivas.
El ISIN de Overlay Shares Short Term Bond ETF es US53656F5733.
El ratio de gastos totales de Overlay Shares Short Term Bond ETF es 0,79%, lo que significa que los inversores pagan 79,00 USD por cada 10.000 USD en capital invertido anualmente.
El ETF se cotiza en USD.
Los inversores europeos pueden incurrir en costos adicionales por cambio de divisas y comisiones de transacción.
No, Overlay Shares Short Term Bond ETF no cumple con las directivas de protección de inversores de la UE UCITS.
El ETF invierte en varios sectores, con énfasis en Tecnología de la información, Sector financiero, Servicios de comunicación.
Estados Unidos de América tiene la mayor participación en Overlay Shares Short Term Bond ETF.
El volumen de trading promedio actual de Overlay Shares Short Term Bond ETF es 12.791,00.
Overlay Shares Short Term Bond ETF está domiciliado en US.
El fondo se lanzó el 14/1/2021.
El Overlay Shares Short Term Bond ETF invierte principalmente en empresas Grado de Inversión.
El NAV de Overlay Shares Short Term Bond ETF asciende a 21,18 USD.
Las inversiones se pueden realizar a través de brokers o instituciones financieras que proporcionen acceso a la negociación de ETFs.
El ETF se negocia en la bolsa de valores, similar a las acciones.
Sí, el ETF puede mantenerse en una cuenta de valores regular.
El ETF es adecuado tanto para estrategias de inversión a corto como a largo plazo, dependiendo de los objetivos del inversor.
El ETF se valúa diariamente en la bolsa de valores.
La información sobre dividendos debe solicitarse en el sitio web del proveedor o a tu broker.
Los riesgos incluyen fluctuaciones del mercado, riesgos de cambio de divisas y el riesgo asociado con empresas más pequeñas.
El ETF está obligado a informar de manera regular y transparente sobre sus inversiones.
El desempeño puede consultarse en Eulerpool o directamente en el sitio web del proveedor.
Encontrará más información en el sitio web oficial del proveedor.
Perfil de ETF
Overlay Shares Short Term Bond ETF