SDEF
Sound Enhanced Fixed Income ETFSDEF Fund Description
SDEF is an actively managed bond portfolio that seeks current income and capital appreciation with few limitations in respect to geographic, type, credit, or duration exposure.
SDEF Factset Analytics Insight
SDEF relies on the advisor’s ability to select fixed income securities. The portfolio can contain fixed income securities issued by US and foreign corporations, governments and agencies. The selection process starts by categorizing securities into component groups based on industry, credit rating, duration and security type. The advisor establishes estimates of expected returns for both yield and capital appreciation for each category. Individual securities are selected based on fundamental criteria, taking into account the yield, duration and option adjusted spread as compared to estimates. The portfolio will contain approximately an equal combination of both investment grade and high yield debt securities of any duration. Holdings may also include shares of business development companies (BDCs) and real estate investment trusts (REITs). The advisor monitors the market and fundamental criteria to make buy and sell decisions.
SDEF Summary Data
SDEF Portfolio Data
SDEF Index Data
SDEF Portfolio Management
SDEF Tax Exposures
SDEF Fund Structure
SDEF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDEF. SDEF is rated a N/A out of 5.
SDEF Tradability
SDEF Sector/Industry Breakdown
SDEF