6 min readBy Beqa Bumbeishvili ETF Insider
GOEX VS PHYS
Compare the GOEX and PHYS ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
Pacific Asset Management LLC, the issuer of the Pacific Asset Enhanced Floating Rate ETF (FLRT), focuses on achieving the fund's investment objective by creating a portfolio primarily comprised of income-producing adjustable rate securities. Under normal circumstances, FLRT invests at least 80% of its net assets in senior secured floating rate loans and other adjustable rate securities. The fund's management actively selects and manages these securities, aiming to provide investors with exposure to adjustable rate assets, potentially generating income in a variety of market conditions.
The Pacific Asset Enhanced Floating Rate ETF (FLRT) aims to generate income through a focused portfolio of income-producing adjustable rate securities. The fund primarily invests in senior secured floating rate loans and other adjustable rate securities, including collateralized loan obligations (CLOs), asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS). FLRT's investment strategy focuses on securities that are rated below investment grade or of comparable quality, making it a potential source of higher yield but with increased risk due to its exposure to lower-rated securities in its pursuit of dividends.
The FLRT ETF, managed by Pacific Asset Management LLC, aims to achieve its investment objective by focusing on a portfolio primarily comprised of income-producing adjustable rate securities. With a strategic allocation of at least 80% in senior secured floating rate loans and other adjustable rate securities, including collateralized loan obligations (CLOs), asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS), FLRT seeks to provide exposure to high yield and non-investment grade securities. By actively managing its portfolio and potentially investing up to 20% in other debt instruments, FLRT aims to navigate the dynamic landscape of adjustable rate securities and potentially generate higher yields for investors seeking TRACKING to this segment of the market.
The Pacific Asset Enhanced Floating Rate ETF (FLRT) aims to provide investors with exposure to a focused portfolio primarily composed of income-producing adjustable rate securities. These securities include senior secured floating rate loans, collateralized loan obligations (CLOs), asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS). With a focus on adjustable rate instruments that are often rated below investment grade, FLRT's correlation is tied to the performance of these income-generating assets, offering potential returns while considering the inherent risks associated with lower-rated debt instruments in varying economic conditions.
The Focused Loan & Adjustable Rate Securities ETF (FLRT) operates within the adjustable rate securities sector. This sector encompasses a diverse range of income-producing assets, including senior secured floating rate loans, collateralized loan obligations (CLOs), asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS). FLRT seeks to achieve its investment objective by primarily investing in below investment grade loans and adjustable rate securities, aiming to capture yield potential while managing the risks associated with the fluctuating interest rate environment. The fund's active management approach allows it to navigate the dynamic landscape of adjustable rate securities and offer investors exposure to this segment of the market.
The Pacific Asset Management's First Trust Senior Loan ETF (FLRT) seeks to provide exposure to the adjustable rate securities market. FLRT aims to achieve its objective by investing primarily in senior secured floating rate loans and other adjustable rate securities, including collateralized loan obligations (CLOs), asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS). The fund's primary focus on below investment grade loans and adjustable rate securities offers investors exposure to the potential for higher yields within the high yield securities segment while actively managing the portfolio's composition.
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6 min readCompare the GOEX and PHYS ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
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