FFIU
UVA Unconstrained Medium-Term Fixed Income ETFFFIU Fund Description
FFIU is an actively managed portfolio of a broad array of fixed income securities that provides capital protection with returns similar to market yields for the given credit quality and duration.
FFIU Factset Analytics Insight
Managed by Universal Value Advisors, the firm defines the term “fixed income” very broadly but places some constraints on the credit quality and duration of the portfolio. FFIU is composed mainly of investment grade US and multinational paper, both corporate and government. However, the portfolio can hold up to 20% in fixed income or income-producing instruments rated below BB including mortgage-backed securities, CMOs and bank loans. The fund may also invest in other open-end or closed-end investment companies, ETFs, and domestic or foreign private investment vehicles. The portfolio intends to have a dollar-weighted average effective duration between four and seven years. Competitively priced with similar funds.
FFIU MSCI ESG Analytics Insight
UVA Unconstrained Medium-Term Fixed Income ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.29 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. UVA Unconstrained Medium-Term Fixed Income ETF ranks in the 45th percentile within its peer group and in the 82nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FFIU Charts And Performance
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FFIU Summary Data
FFIU Portfolio Data
FFIU Index Data
FFIU Portfolio Management
FFIU Tax Exposures
FFIU Fund Structure
FFIU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FFIU. FFIU is rated a N/A out of 5.
FFIU Tradability
FFIU Top 10 Holdings[View All]
FFIU Performance Statistics
FFIU MSCI ESG Ratings
FFIU Holdings Statistics
FFIU Avg Life Maturity Distribution
FFIU OAS Breakdown
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.