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
SDEF Top 10 Holdings[View All]
SDEF Performance Statistics
SDEF Holdings Statistics
SDEF Avg Life Maturity Distribution
SDEF 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.