The ISDB is an actively managed exchange-traded fund (ETF) designed to achieve its investment objective by investing primarily in fixed-income securities. The fund's issuer, Invesco, has a track record of expertise in managing fixed-income portfolios and employs a disciplined investment approach. Invesco actively selects a diversified portfolio of fixed-income assets, including corporate bonds, government securities, mortgage-backed securities, and other fixed-income instruments, with an average portfolio maturity and duration targeted between one and three years. With the ability to invest in both investment-grade and below-investment-grade securities, the fund seeks to optimize returns while managing credit risk. Additionally, Invesco may utilize derivative instruments and actively manage the fund's duration and yield curve positioning to enhance returns and manage interest rate risk. The fund's investment strategy considers economic and credit-related fundamentals, market dynamics, and ESG considerations, if applicable, to make informed investment decisions and achieve its investment objective.
The ISDB Dividend ETF focuses on delivering dividend income to its investors while maintaining a diversified portfolio of fixed-income securities. To be eligible for dividends, investors can expect the fund to invest at least 80% of its net assets in fixed-income securities, including corporate bonds, government bonds, mortgage-backed securities, and collateralized obligations. The fund may also allocate up to 30% of its net assets in below-investment grade or junk bonds. Dividends are distributed periodically, and the frequency is influenced by the performance of the underlying securities, with an aim to maintain an average credit quality that is investment grade. Additionally, the fund may utilize derivative instruments, such as interest rate and credit default swaps, to manage risk and duration while actively adjusting its portfolio to optimize dividend returns.
ISDB Tracking focuses on tracking a diverse range of fixed-income securities and related instruments. This actively managed exchange-traded fund (ETF) aims to allocate at least 80% of its net assets to fixed-income securities, including corporate bonds, government bonds, mortgage-backed securities, and asset-backed securities. It also has the flexibility to invest up to 30% of its net assets in below-investment grade or junk bonds, as well as up to 25% in foreign debt securities, including those from emerging markets. The ETF may also utilize derivative instruments for interest rate and credit risk management and maintain an average credit quality that is investment grade. With its active approach, ISDB Tracking seeks to optimize its fixed-income portfolio for yield and risk-adjusted returns.
The correlation aspect of the [ETF NAME] (ISDB) is not widely known, as there isn't much publicly available information on its specific correlations with other assets or sectors. However, investors seeking to gain insights into ISDB's correlation behavior can use ETF Insider's web app, which provides a comprehensive tool for studying correlations among various US ETFs. This tool offers deep and interesting data visualization options, allowing investors to analyze ISDB's correlations with other ETFs and potentially discover valuable insights into its behavior and performance within the broader market. Additionally, ETF Insider's tool can help users identify overlapping holdings among different ETFs, aiding in portfolio diversification and risk management strategies.
The iShares iBoxx $ Investment Grade Corporate Bond ETF (ISDB) primarily focuses on the investment-grade corporate bond sector. This ETF seeks to achieve its investment objective by investing at least 80% of its net assets in fixed-income securities, such as corporate bonds, government bonds, mortgage-backed securities, and asset-backed securities. ISDB may also invest in foreign debt securities and derivatives to manage its portfolio's duration and credit risk. The fund's strategy involves active duration management and yield curve positioning to enhance returns and mitigate risk. Additionally, ISDB may consider environmental, social, and governance (ESG) factors in its credit quality analysis, though not all investments may undergo this evaluation. As a non-diversified ETF, ISDB is not subject to certain diversification requirements under the Investment Company Act of 1940.
The exposure of the ISDB ETF is primarily focused on fixed-income securities, with an emphasis on achieving income and managing risk. This actively managed exchange-traded fund (ETF) aims to invest at least 80% of its net assets in fixed-income securities, including corporate bonds, government bonds (such as U.S. Treasury and agency securities), and mortgage-backed and asset-backed securities. Additionally, the fund may allocate up to 30% of its net assets to below investment-grade securities, commonly referred to as junk bonds. ISDB may also invest in foreign debt securities, emerging market debt, and securities denominated in foreign currencies, with up to 20% of its net assets not denominated in U.S. dollars. The fund may utilize derivative instruments, such as interest rate and credit default swaps, to manage interest rate and credit risk exposure. Moreover, ISDB may invest up to 15% of its net assets in illiquid securities and engage in short sales of mortgage-backed securities, among other strategies. Investors seeking income generation and risk management in the fixed-income space can explore ISDB''s unique exposure characteristics.
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