For much of the past decade, U.S. investors didn't need much convincing to stay close to home. But according to experts at a recent AllianceBernstein (AB) Product Due Diligence Session, the tide shifted dramatically in 2025, signaling a “new dawn” for non-US stocks.
September's seasonal volatility could challenge the Big Tech trade, but one low-volatility ETF is still betting big on it.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Thomas Dobbins New Republic Capital, LLC | 61,784 | $2.26M | $2.76M | $496,752.8 | 21.96% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 516 | $21,954.42 | $23,034.24 | $1,082.4 | 4.93% |
| JA Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 508 | $18,597.9 | $22,677.12 | $4,081.76 | 21.95% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 38,043 | $1.62M | $1.7M | $79,081.66 | 4.88% |
| ARCA Exchange | US Country |
The fund is designed with the primary goal of generating income for its investors through investing predominantly in a variety of income-producing securities. It aims to achieve this goal by allocating at least 80% of its net assets, which could include borrowed funds, toward securities that offer potential income. The fund operates with a focus on maintaining a balanced risk profile, adhering to a strategy that seeks to hold its dollar-weighted average duration to under three years. This strategy indicates a conservative approach toward interest rate risk, making it attractive to investors looking for income with a moderate level of risk. The fund’s flexibility to invest in securities with any duration or maturity enhances its ability to adapt to changing market conditions and to seek out the best income opportunities across a broad spectrum of investments.
The fund focuses on delivering income to its investors through a diversified portfolio that includes various types of income-producing securities, specifically: