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 enters a space populated by only actively managed funds advised by established managers—iShares’ NEAR and PIMCO’s MINT. All three funds seek to preserve capital via short duration while seeking income, but fund holdings and characteristics differ, and can change very quickly. The decision will come down to one’s confidence in which manager can best research and select securities for best performance. Like its peers, 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 BBB based on a score of 5.21 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 34th percentile within its peer group and in the 28th 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.