Overlay Shares Short Term Bond ETF (OVT) Kursus
Overlay Shares Short Term Bond ETF Kursus
Hangi need andmed Eulerpool API kaudu
100 000 päringut/kuus tasuta · krediitkaarti pole
Performance
Aluseks
Overlay Shares Short Term Bond ETF Profiil
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-i hoiustused sektori järgi
| Sektor | Jaotus |
|---|---|
Infotehnoloogia | 40,45 % |
Finantssektori | 11,2 % |
Kommunikatsiooniteenused | 9,95 % |
Tervishoiu sektor | 9,26 % |
Tsüklilised tarbijakaup | 8,74 % |
Tööstus | 7,54 % |
Tarbijakaupade igapäevased vajadused | 4,33 % |
Energia | 3,4 % |
Kommunaalettevõtted | 1,88 % |
Kinnisvarasektor | 1,7 % |
Toored ained | 1,56 % |
ETF-i hoiustused riigi järgi
Overlay Shares Short Term Bond ETF hoiustuste loend
| Ettevõte | Osakaal |
|---|---|
100,00 % |
Korduma kippuvad küsimused Overlay Shares Short Term Bond ETF kohta
Overlay Shares Short Term Bond ETF pakub Overlay Shares, mis on juhtiv tegija passiivsetesse investeeringutesse.
Overlay Shares Short Term Bond ETF ISIN on US53656F5733.
Overlay Shares Short Term Bond ETF kogukulusuhe on 0,79 %, mis tähendab, et investorid maksavad 79,00 USD 10 000 USD investeeringulise kapitali kohta aastas.
ETF noteeritakse valuutas USD.
Euroopa investorid võivad kohata lisatasu valuutavahetuse ja tehingutasude eest.
Ei, Overlay Shares Short Term Bond ETF ei vasta EU UCITS investorite kaitse direktiividele.
ETF investeerib erinevatesse sektoritesse, peaasjalikult Infotehnoloogia, Finantssektori, Kommunikatsiooniteenused-sse.
Ameerika Ühendriigid omab suurimat osa Overlay Shares Short Term Bond ETF-s.
Overlay Shares Short Term Bond ETF praegune keskmine kauplemismaht on 12 791,00.
Overlay Shares Short Term Bond ETF asub US-s.
Fond käivitati 14.1.2021-l.
Overlay Shares Short Term Bond ETF investeerib peamiselt Investeerimisklass-s olevatesse ettevõtetesse.
Overlay Shares Short Term Bond ETF NAV on 21,18 USD.
Investeeringuid saab teha maaklerite või rahandusteaduste kaudu, mis pakuvad juurdepääsu ETF-de kauplemisele.
ETF-iga kaupeldakse börsil, sarnaselt aktsiatega.
Jah, ETF-i saab hoida tavalisel väärtpaberikontol.
ETF sobib nii lühiajaliste kui ka pikaajaliste investeerimisstrateegiate jaoks, sõltuvalt investori eesmärkidest.
ETF-i hinnatakse iga börsipäeva alusel.
Dividendide kohta teavet tuleks küsida pakkuja veebisaidilt või oma maaklerist.
Riskid hõlmavad turgu kõikumisi, valuutariske ja väiksemate ettevõtete riski.
ETF on kohustatud regulaarselt ja läbipaistvalt teatasele oma investeeringute kohta.
Jõudlust saab vaadata Eulerpool'il või otseselt pakkuja veebisaidil.
Lisateavet leiate pakkuja ametlikul veebisaidel.
ETF profiil
Overlay Shares Short Term Bond ETF