TAGGT. Rowe Price QM U.S. Bond ETF
TAGG Fund Description
TAGG is an actively-managed fund that holds a wide array of USD-denominated investment-grade bonds with broad maturities.
TAGG Factset Analytics Insight
TAGG seeks to provide a total return that exceeds its benchmark, the Bloomberg US Aggregate Bond Index - the most frequently used for measuring the performance of the US bond market. The fund actively invests in a wide range of fixed income securities with intermediate- to long-term maturities including, but not limited to, investment grade corporate and government debt, mortgage- and asset-backed securities, agency obligations, and USD-denominated securities of foreign issuers. While the fund does not attempt to fully replicate the index, the portfolio manager utilizes quantitative models and fundamental research to create a similar overall risk profile, while evaluating and selecting specific bonds for the portfolio. Due to its being active in nature, there is risk that the fund’s performance will deviate from its benchmark and cause a higher portfolio turnover. TAGG utilizes the same investment strategy and management team as its mutual fund counterpart - QM US Bond Index Fund.
TAGG Summary Data
TAGG Portfolio Data
TAGG Index Data
TAGG Portfolio Management
TAGG Tax Exposures
TAGG Fund Structure
TAGG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TAGG. TAGG is rated a N/A out of 5.
TAGG Sector/Industry Breakdown
TAGG Top 10 Holdings[View All]
TAGG Top 5 Countries
TAGG Top 5 Currencies
TAGG Performance Statistics
TAGG Holdings Statistics
TAGG Avg Life Maturity Distribution
TAGG 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.