| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,470 | $52,439 | $52,439 | - | - |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 17,295 | $370,752.74 | $371,146.13 | $393.39 | 0.11% |
| Financial Services Industry | Financials Sector | - CEO | NASDAQ (NGS) Exchange | 46138J866 CUSIP |
| US Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
This company operates within the financial sector, focusing on investment opportunities that involve U.S. dollar-denominated investment-grade corporate bonds. Specifically, the organization targets bonds with maturities or, in some instances, "effective maturities" slated for the year 2023, known collectively as "2023 Bonds". By committing at least 80% of its total assets to securities within its defined underlying index, the company seeks to measure and capitalize on the performance of these carefully chosen investment vehicles. The underlying index's construction aims to reflect a specialized and strategic portfolio, offering investors targeted exposure to a specific segment of the bond market with defined maturity horizons.
The company's primary focus lies in investing in U.S. dollar-denominated investment-grade corporate bonds that are scheduled to mature in the year 2023. Through this targeted investment strategy, clients gain access to a curated selection of bonds that the company believes will offer favorable returns as they approach their maturity, based on thorough market analysis and the underlying index's performance metrics.
Implementing a strategy based on the underlying index, the company allocates at least 80% of its total assets into the securities that make up this index. This method provides a disciplined investment approach, aligning the portfolio's performance closely with the targeted sector of investment-grade bonds maturing in 2023. The underlying index is designed to represent a broad cross-section of these bonds, offering a diversified exposure to investors looking for investment-grade opportunities.