SMIVanEck HIP Sustainable Muni ETF
SMI Fund Description
SMI is an actively managed fund that provides exposure to AMT-free, investment-grade US municipal bonds of any maturity that support sustainable development.
SMI Factset Analytics Insight
SMI actively invests in investment-grade municipal bonds of any maturity that are exempt from federal income tax and are perceived to support sustainable development. The fund aims to support progress towards sustainable development in alignment with the United Nations Sustainable Development Goals, as well as promote positive social and environmental outcomes, by using HIP (Human Impact + Profit) Ratings. Municipal bonds issued and associated to US states, municipal governments, and its territories are assigned HIP Ratings based on data-driven, quantitative performance measures to determine an estimate of their impact. As an actively managed ETF, SMI applies its own investment techniques and risk analyses to identify buy-sell-or-hold opportunities.
SMI Summary Data
SMI Portfolio Data
SMI Index Data
SMI Portfolio Management
SMI Tax Exposures
SMI Fund Structure
SMI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SMI. SMI is rated a N/A out of 5.
SMI Top 10 Holdings[View All]
SMI Performance Statistics
SMI Holdings Statistics
SMI Avg Life Maturity Distribution
SMI OAS Breakdown
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.