Summary
BUXX Chart
BUXX: Active ETF With 4.9% Yield, Low Credit Risk And Low Duration
Strive Enhanced Income Short Maturity ETF (BUXX) has an actively managed portfolio of short-term investment-grade debt, emphasizing securitized and mortgage-related instruments. BUXX maintains low interest rate risk with a 0.75-year effective duration. Performance, return and volatility since inception are average versus competitors.
BUXX: ETF With 5% Yield Focused On Short-Term Securitized Debt
BUXX delivers a 5% yield from investment-grade, short-term debt, with a strong focus on securitized and mortgage-related instruments. The fund maintains low duration, making it resilient to interest rate changes, and boasts a high portfolio quality. Strive Enhanced Income Short Maturity ETF outperforms diversified peers in yield and risk-adjusted return but lags behind specialized CLO ETFs.
BUXX: Protect Your Capital With This Yield Enhancer
BUXX: Protect Your Capital With This Yield Enhancer
Strive Enhanced Income Short Duration Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 14,079 | $285,913.77 | $284,747.77 | -$1,166 | -0.41% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 13,000 | $263,167.5 | $262,990 | -$177.5 | -0.07% |
 Andrew Endelman Independent Wealth Network Inc. | 30,571 | $619,685.89 | $618,145.62 | -$1,540.27 | -0.25% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 155,210 | $3.14M | $3.14M | -$3,674.2 | -0.12% |
| EM Erin Mccann Simplicity Wealth LLC | 24,700 | $500,820 | $499,737.81 | -$1,082.19 | -0.22% |
Strive Enhanced Income Short Duration Fund (BUXX) FAQ
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Strive Enhanced Income Short Duration Fund Profile
| NYSE Exchange | US Country |
Overview
The fund is a distinctive financial instrument operating as an actively-managed exchange-traded fund (ETF) that specializes in an enhanced cash strategy. It primarily aims to achieve its investment objective by meticulously investing a considerable portion of its assets, specifically at least 80%, in U.S.-dollar denominated investment-grade fixed- and floating-rate bonds, and debt securities. The fund's strategic operation is tailored to adapt under normal circumstances, with a keen focus on maintaining portfolio assets of high quality and liquidity. It differentiates itself by not diversifying its investments, concentrating instead on a select range of debt securities to optimize its returns.
Products and Services
Investment-Grade Fixed- and Floating-Rate Bonds: These are the backbone of the fund's investment strategy. By allocating at least 80% of its net assets into these debt instruments, the fund aims to secure stable and reliable returns. Fixed-rate bonds offer predictable income through regular interest payments, while floating-rate bonds provide an income that adjusts with market interest rates, offering a hedge against inflation.
Debt Securities Investment: The fund invests in a variety of debt securities that are denominated in U.S. dollars and are considered investment grade. This ensures that investments are made in securities with a lower risk of default, aligning with the fund’s strategy to provide enhanced cash returns while maintaining a conservative risk profile.
Short Duration Strategy: In pursuit of its objectives, the fund meticulously aims to maintain a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. This strategy is crucial for minimizing the interest rate risk, making the fund an attractive option for investors looking for lower-risk investments in the fixed-income category.
