Overlay Shares Short Term Bond ETF (OVT) Cena
Overlay Shares Short Term Bond ETF Cena
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100.000 zahtevkov/mes. brezplačno · brez kartice
Performance
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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.
Holding ETF po sektorjih
| Sektor | Porazdelitev |
|---|---|
Informacijska tehnologija | 40,45 % |
Finančni sektor | 11,2 % |
Komunikacijske storitve | 9,95 % |
Zdravstvostvo | 9,26 % |
Ciklična potrošna blaga | 8,74 % |
Industrija | 7,54 % |
Osnovna potrošna blaga | 4,33 % |
Energija | 3,4 % |
Komunalna podjetja | 1,88 % |
Nepremičnine | 1,7 % |
Surovine | 1,56 % |
Holding ETF po državah
Overlay Shares Short Term Bond ETF seznam holding
| Podjetje | Delež |
|---|---|
100,00 % |
Pogosta vprašanja o Overlay Shares Short Term Bond ETF
Overlay Shares Short Term Bond ETF ponuja Overlay Shares, vodilni igralec na področju pasivnih naložb.
ISIN Overlay Shares Short Term Bond ETF je US53656F5733.
Skupni stroški razmerje Overlay Shares Short Term Bond ETF je 0,79%, kar pomeni, da vlagatelji plačajo 79,00 USD na 10.000 USD naložbenega kapitala letno.
ETF je kotiran v USD.
Evropski vlagatelji lahko imajo dodatne stroške za menjavo valut in provizije za transakcije.
Ne, Overlay Shares Short Term Bond ETF ni skladna z direktivami EU UCITS za zaščito vlagateljev.
ETF vlaguje v različne sektorje, s poudarkom na Informacijska tehnologija, Finančni sektor, Komunikacijske storitve.
Združene države Amerike ima največji delež v Overlay Shares Short Term Bond ETF.
Povprečni obseg trgovanja Overlay Shares Short Term Bond ETF je trenutno 12.791,00.
Overlay Shares Short Term Bond ETF je domicilirano v US.
Začetek sklada je bil dne 14. 1. 2021.
Overlay Shares Short Term Bond ETF glavno vlaguje v Naložbeni razred-podjetja.
NAV Overlay Shares Short Term Bond ETF znaša 21,18 USD.
Naložbe je mogoče izvršiti prek brokerjev ali finančnih institucij, ki omogočajo dostop do trgovanja z ETF-ji.
ETF se trguje na borzi, podobno kot delnice.
Da, ETF je mogoče hraniti v rednem vrednostnem računu.
ETF je primeren za kratkoročne in dolgoročne naložbene strategije, odvisno od ciljev vlagatelja.
ETF se vrednoti dnevno na borzi.
Informacije o dividendah je treba zahtevati na spletni strani ponudnika ali pri vašem brokerju.
Tveganja vključujejo tržna nihanja, valutna tveganja in tveganja manjših podjetij.
ETF je dolžan redno in transparentno poročati o svojih naložbah.
Uspešnost je mogoče pregledati na Eulerpool ali neposredno na spletni strani ponudnika.
Dodatne informacije je mogoče najti na uradno spletni strani ponudnika.
Profil ETF
Overlay Shares Short Term Bond ETF