4 min readBy Ron Koren ETF Insider
How does the AHHX ETF work?
The AHHX ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The AHHX Exchange-Traded Fund is actively managed, aiming to achieve its investment objective of generating current income and real returns. The fund invests in various investment companies, including mutual and exchange-traded funds, not affiliated with the fund (Portfolio Funds) or makes direct investments in equity securities based on institutional research. AHHX primarily focuses on domestic and foreign fixed income securities, including bonds, corporate debt securities, government securities, and high yield corporate bonds, with a significant allocation to below-investment-grade securities. To hedge the portfolio during negative credit events, the fund may invest in inverse high yield investments, such as exchange-traded funds (ETFs) providing inverse exposure to high yield bond markets.
The AHHX Dividend ETF focuses on generating current income and real returns through an actively managed approach. Unlike index-tracking ETFs, this fund invests in various investment vehicles, including mutual and exchange-traded funds, which are not affiliated with the fund itself. AHHX may also invest in Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), convertible fixed income securities, and large capitalization equity securities.
AHHX, an actively managed exchange-traded fund (ETF), does not seek to replicate the performance of an index. Instead, the fund aims to achieve its objective of generating current income and real return through various strategies. This includes investing in other investment companies, such as mutual and exchange-traded funds that are not affiliated with the fund, as well as making direct investments in equity securities based on institutional research. AHHX may also invest in Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), Limited Partnerships, convertible fixed income securities, and large capitalization equity securities, including preferred stocks, all with the goal of generating income. The fund primarily focuses on domestic and foreign fixed income securities, including high yield corporate bonds, and may invest in inverse high yield investments to hedge against negative credit events. Additionally, AHHX employs an investment model to analyze market trends and may utilize ETFs that invest in treasury bonds, exchange traded notes (ETNs), and leveraged and inverse ETFs to manage its portfolio during different market conditions.
The correlation aspect of the Adaptive High Income ETF (AHHX) is not readily available. However, investors looking to gain insights into AHHX's correlation with various assets and sectors can utilize ETF Insider's web app. This tool provides deep and interesting data for every US ETF, including simple visualization tools that highlight correlations and overlaps with other market assets. While specific correlation data for AHHX may be limited, ETF Insider's platform can help investors make more informed decisions about their portfolio strategies by examining correlations with other relevant assets.
The AHHX Sector ETF focuses on achieving current income and real return by actively managing its investments. This ETF invests in a variety of assets, including other investment companies such as mutual and exchange-traded funds, as well as direct investments in equity securities based on institutional research. It may also include holdings in Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), limited partnerships, convertible fixed income securities, and large capitalization equity securities, including preferred stocks, all with the aim of generating income. A significant portion of the portfolio may consist of below-investment-grade securities, and it may utilize inverse high yield investments as a hedge during negative credit events. The ETF's investment strategy is not limited by sector criteria, and it employs an investment model that factors in market trends, volatility, comparative indicators, and recession probabilities to guide its asset allocation decisions. This actively managed approach allows the AHHX Sector ETF to adapt to changing market conditions while seeking to provide income and real returns to investors.
The exposure characteristic of the AHHX ETF is a unique and actively managed approach to achieving current income and real returns for investors. This ETF primarily invests in domestic and foreign fixed income securities, including bonds, corporate debt securities, and government securities, with a significant allocation (generally at least 40%) to below investment grade bonds. It may also invest in Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), convertible fixed income securities, and large capitalization equity securities, including preferred stocks. The AHHX ETF seeks to provide a hedge against negative credit events through investments in inverse high yield ETFs, which aim to short high yield or junk bond markets. Additionally, the fund uses an investment model that considers various factors like price momentum, volatility, recession indicators, and may strategically invest in treasury bonds, ETNs, and leveraged and inverse ETFs during unfavorable market conditions. For detailed insights into the AHHX ETF''s exposure and performance, ETF Insider''s web app offers comprehensive data and visualization tools to uncover correlations and overlaps with other ETFs, enhancing your investment strategy.
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