OVTOverlay Shares Short Term Bond ETF
OVT Fund Description
OVT is actively managed to provide exposure to US short-term, investment grade bonds combined with a US large cap “put spread” strategy.
OVT Factset Analytics Insight
OVT holds ETFs that provide broad exposure to US short-term, investment-grade fixed income securities. The fund adviser also constructs a bullish strategy on the S&P 500 by selling short put options at a strike below the level of the index and buying an equal amount put options below the strike price of the short put options. The Adviser bases allocation decisions on a combination of quantitative risk metrics and a qualitative assessment of potential risk/reward scenarios. The overall goal is to maintain diversification of the portfolio while mitigating the effects of volatility. There is no guarantee the adviser will be successful.
OVT Summary Data
OVT Portfolio Data
OVT Index Data
OVT Portfolio Management
OVT Tax Exposures
OVT Fund Structure
OVT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OVT. OVT is rated a 4 out of 5.
OVT Sector/Industry Breakdown