| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 274,316 | $6.87M | $6.82M | -$48,505.85 | -0.71% |
David Bach River Street Advisors LLC | 68,697 | $1.72M | $1.71M | -$11,599.2 | -0.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,000 | $25,095 | $24,860 | -$235 | -0.94% |
Andrew Agosta Prosperity Financial Group, Inc. | 38,295 | $952,186.45 | $952,205.17 | $18.72 | - |
Ann Keitner Quantum Portfolio Management LLC | 208,911 | $5.33M | $5.19M | -$146,468.51 | -2.75% |
| ARCA Exchange | US Country |
The fund is a financial instrument that aims to achieve its investment goals by primarily engaging in U.S. dollar denominated, investment-grade, fixed-income securities. It operates under the management of Federated Investment Management Company, which allows it to diversify its investments further into high-yield, non-U.S. dollar denominated, and emerging market fixed-income securities whenever the managing company deems the risk-return prospects in those sectors favorable. The strategy includes the capability to invest up to 25% of its total assets in noninvestment-grade debt securities, catering to investors looking for various degrees of risk and return profiles within their investment portfolios.
These are bonds and other similar financial instruments that are rated by credit rating agencies as being at lower risk of default. Investing in them forms the fund's primary strategy, aiming to provide investors with stable and predictable returns while minimizing the risk of capital loss.
This category includes bonds that offer higher interest rates because they are rated below investment-grade by credit rating agencies, hence carry a higher risk of default. The fund considers investing in these financial instruments when the return prospects are deemed attractive enough to justify the increased risk.
These are bonds issued outside of the United States and not in U.S. dollars, introducing currency risk in addition to the usual risks associated with fixed-income securities. The fund may invest in these assets to diversify its portfolio further and tap into the potential gains from non-U.S. markets and currency movements.
These securities are issued by entities in emerging market countries. They can offer higher yields compared to securities from more developed markets, albeit at a higher risk level. The fund may allocate a portion of its investments into these securities, aiming to benefit from the growth potential of emerging markets.
Also known as "junk bonds," these are high-risk, high-reward investment options that the fund may invest up to 25% of its total assets in. This portion of the fund's portfolio is dedicated to investors who are willing to accept a higher level of risk for the possibility of higher returns.