US Treasury 12 Month Bill Mutual Fund (OBIL)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
OBIL Chart
Two different ways to craft a better credit portfolio
Jeffrey Katz, TCW managing director, sits down with CNBC's Bob Pisani on 'ETF Edge' to highlight how TCW's flexible income ETF works and why now is the time for investor to increase their allocation to bonds. Alex Morris, F/m Investments CEO, digs into the firm's short-dated treasury ETFs offerings and explains why they're appealing to investors now.
OBIL: The Case For 12-Month Treasury Bills
OBIL offers low-risk exposure to 12-month Treasury Bills with a 4.04% yield, making it appealing amid persistent inflation. Core PCE inflation is driven by the super-core services component, particularly financial and healthcare services, with tight labor markets contributing to its stickiness. The Fed's restrictive monetary policy and strong labor market conditions suggest OBIL's yield is unlikely to face downward pressure.
US Treasury 12 Month Bill Mutual Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Matthew Liebman Amplius Wealth Advisors LLC | 11,198 | $558,780.2 | $560,963.82 | $2,183.62 | 0.39% |
| JG Jacob Going Alpine Bank Wealth Management | 70,638 | $3.55M | $3.54M | -$13,011.97 | -0.37% |
 Annmarie Young KPP Advisory Services LLC | 21,273 | $1.07M | $1.07M | $106.84 | 0.01% |
 Dina Fliss Global View Capital Management LLC | 11,751 | $587,819.88 | $588,490.08 | $670.2 | 0.11% |
 Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 240,798 | $12.02M | $12.06M | $43,566.24 | 0.36% |
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US Treasury 12 Month Bill Mutual Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The UST 12 Month Bill Fund is designed to offer investors exposure to United States Treasury bills with a strategic investment approach. Guided by the Adviser, the fund's investment objective is closely aligned with the performance and principles of its benchmark index, which consists of a meticulously selected UST Bill acquired at the start of each month and retained throughout the month. This fund focuses heavily on capitalizing on the security and stable returns offered by these government-issued instruments, ensuring that at least 80% of the fund's net assets, inclusive of any borrowed capital designated for investment purposes, are invested in these index components under normal market conditions. The fund's strategy reflects a disciplined and structured approach to treasury bill investment, seeking to provide investors with a conservative investment vehicle that emphasizes liquidity and income generation, grounded in the inherent safety of U.S. government securities.
Products and Services
- UST 12 Month Bill Fund
This product is the cornerstone of the firm's offerings, embodying a strategic investment in a meticulously chosen U.S. Treasury Bill. By investing at least 80% of its assets in the securities that form the essence of the index it tracks, the fund aims for a blend of security, liquidity, and return. The singular focus on a Treasury Bill purchased at the month's beginning and held for its entire duration is meant to leverage the stable and reliable income streams associated with U.S. government debt instruments, while aiming to mitigate risks associated with market volatility. This strategy positions the UST 12 Month Bill Fund as an attractive option for conservative investors looking for a dependable income source or a safer vehicle for parking funds within a broader investment portfolio.
