| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 16,602 | $419,698.56 | $418,370.4 | -$1,328.16 | -0.32% |
| BATS Exchange | US Country |
The fund described is a specialized investment vehicle that focuses on low-duration fixed income assets, primarily in the United States. As an actively managed exchange traded fund (ETF), it targets a specific segment of the market consisting of U.S. Treasuries and investment grade corporate bonds that have maturities within a 0-2 year range. This strategic focus on short-term maturities underlines the fund's conservative investment approach, aiming to provide investors with a blend of income generation and capital preservation. The active management component of the fund means that its portfolio managers are continuously analyzing the market to make investment decisions that they believe will benefit the fund’s performance, adjusting the portfolio as necessary in response to changing market conditions.
The fund offers a focused range of investment products and services designed to cater to investors looking for low-risk fixed income investments: