STOTSPDR DoubleLine Short Duration Total Return Tactical ETF
STOT Fund Description
STOT is actively managed and has broad capabilities to invest in short duration investment grade and high-yield fixed income securities.
STOT Factset Analytics Insight
STOT is an actively managed fund that invests in short-term investment grade and high-yield debt, targeting a weighted average effective duration between one and three years. Managed by Jeffrey Gundlach's DoubleLine Capital, STOT has a broad mandate to achieve its duration target with a few self-imposed portfolio constraints. The fund holds a minimum of 25% allocation to mortgage-backed securities, a maximum of 20% in high yield corporate bonds, up to 15% allocation to bonds denominated in foreign currencies, and a 20% cap to emerging markets. STOT's state benchmark is more tightly constrained: USD-only, investment-grade only. The managers consider security selection within sectors, relative sector performance, yield curve shape, and interest rate moves.
STOT Summary Data
STOT Portfolio Data
STOT Index Data
STOT Portfolio Management
STOT Tax Exposures
STOT Fund Structure
STOT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of STOT. STOT is rated a N/A out of 5.