With 2026 right around the corner, dutiful advisors and investors are already considering portfolio alterations for the new year, including what to do with fixed income assets in their portfolios.
Broadly speaking, fixed income ETFs, including the Neuberger Berman Total Return Bond ETF (NBTR) and the Neuberger Berman Short Duration Income ETF (NBSD), have been decent performers this year. But smart investors will remember that what happened in one year isn't guaranteed to repeat when the calendar turns.
ETFs are heading for another record year of inflows. Fixed income funds are playing significant parts in that influx of capital.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 11,387 | $576,663.58 | $576,808.48 | $144.9 | 0.03% |
Edward Lowndes Angeles Wealth Management LLC | 17,293 | $885,055.74 | $875,976.91 | -$9,078.83 | -1.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,180 | $1.07M | $1.07M | -$2,794.96 | -0.26% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 110,652 | $5.66M | $5.6M | -$52,366.3 | -0.93% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 19,484 | $991,421.91 | $986,474.92 | -$4,946.99 | -0.5% |
| ARCA Exchange | US Country |
The fund specializes in investing primarily in equity securities of companies that have significant economic ties to Japan. By dedicating at least 80% of its net assets towards such investments, including stakes in other investment companies that also focus on Japanese equities, the fund positions itself as a significant conduit for investors looking to tap into the Japanese market. Guided by a team of portfolio managers with a keen eye for durable growth, the fund aims to identify high-quality Japanese companies that are poised for long-term success. This strategic approach is designed to offer investors a targeted exposure to the Japanese economic landscape, leveraging growth opportunities in one of the world's leading economies.
This core service involves the allocation of the fund's assets into equity securities of Japanese companies. By focusing on entities that are economically tied to Japan, including other investment companies that invest in such securities, the fund offers investors a robust platform to gain exposure to the Japanese equity market. This approach allows for diversified investment opportunities across various sectors of one of the most advanced economies in the world.
The fund follows a strategic investment approach aimed at identifying and investing in Japanese companies that demonstrate potential for durable growth. The portfolio managers conduct thorough research to find companies that not only show promise in the short term but are also positioned for sustained success in the long haul. This strategy is geared towards investors seeking to benefit from the growth trajectories of high-quality companies within the dynamic Japanese market.