HOLDAdvisorShares Sage Core Reserves ETF
HOLD Fund Description
HOLD is an actively managed fund that holds short-term investment-grade USD-denominated fixed-income securities. It aims for duration under 1 year and weighted average maturity under 3 years.
HOLD Factset Analytics Insight
HOLD provides an actively managed exposure to a broad set of investment grade fixed income securities, including mortgage- or asset-backed securities. The fund may invest in USD-denominated forwards and instruments issued by the US and foreign issuers. The average duration of the Fund will vary on the forecast for interest rates, usually not exceeding one year. Sage Advisory Services manages the fund and its investment process is focused on portfolio duration risk, yield curve positioning, market segment allocation, and security selection. HOLD can be used as a short-term quasi-cash-management tool with higher yield.
HOLD MSCI ESG Analytics Insight
AdvisorShares Sage Core Reserves ETF has an MSCI ESG Fund Rating of A based on a score of 6.01 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. AdvisorShares Sage Core Reserves ETF ranks in the 50th percentile within its peer group and in the 59th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HOLD Summary Data
HOLD Portfolio Data
HOLD Index Data
HOLD Portfolio Management
HOLD Tax Exposures
HOLD Fund Structure
HOLD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HOLD. HOLD is rated a N/A out of 5.