With memories of Monday's sell-off fresh on investors' minds, all eyes remain fixated on the Federal Reserve's next moves. At a recent event in Hawaii, San Francisco Fed President and CEO Mary Daly reiterated that within the Federal Reserve, minds remain “quite open to adjusting the policy rate in coming meetings.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 65,514 | $3.32M | $3.31M | -$8,497.86 | -0.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,975 | $150,720.1 | $150,267.25 | -$452.85 | -0.3% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,078 | $206,509.92 | $206,176.75 | -$333.17 | -0.16% |
Adam J. Peck Riverwater Partners LLC | 4,602 | $233,413.22 | $232,646.29 | -$766.93 | -0.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 276 | $13,976.64 | $13,950.42 | -$26.22 | -0.19% |
| ARCA Exchange | US Country |
The fund is a financial vehicle focused on achieving its investment goals by primarily engaging in investment grade, short-term fixed, variable, and floating-rate securities. With a strategy that involves investing at least 80% of its net assets, including any potential borrowings for investment purposes, in the described securities, it aims to provide a balanced and secure investment option for its stakeholders. The fund is actively managed, indicating that its investment decisions are made by a team of professionals rather than relying on the passive following of a predetermined benchmark. This approach allows for dynamic adjustment in strategy to optimize performance, independent of any benchmark constraints.
This category encompasses a range of high-quality, low-risk bonds and other fixed income securities. These are typically issued by entities with a strong capacity to meet their financial commitments, making them an attractive option for conservative investors seeking stability and consistent returns.
Short-term fixed securities are debt instruments with shorter maturities, often less than one year. These are sought after for their lower risk and higher liquidity, providing investors with a relatively quick return of capital and earned interest, thereby offering a solid option for risk-averse individuals or those seeking a shorter investment horizon.
These securities come with interest rates that adjust based on market conditions, providing a hedge against inflation and interest rate risks. Variable-rate securities have interest rates that adjust at set intervals, while floating-rate securities adjust at more frequent intervals. They are particularly appealing in environments of rising interest rates, where they can offer higher yields compared to fixed-rate equivalents.