The LKCM Aquinas Global Credit ETF (LKOR) is brought to you by LKCM Headwater Investments. This issuer specializes in crafting ETFs that aim to reflect the performance of diversified portfolios of high-quality credit securities. LKCM Aquinas Global Credit ETF focuses on longer-term maturity, US-dollar denominated bonds of companies with investment-grade credit quality, favorable valuations, and enhanced short-term and long-term solvency. LKCM Headwater Investments employs a transparent, rules-based methodology to construct its ETFs, aiming to optimize exposure to value and quality scores while managing systematic risk. With a commitment to passive indexing, LKCM Aquinas Global Credit ETF provides investors with a reliable and efficient way to gain exposure to the global credit market.
The LKOR ETF (LifeGoal Vacation Investment ETF) is an actively managed multi-asset ETF incorporated in the USA. While its primary objective is capital preservation and generating current income with a focus on downside protection, it also offers dividend distributions as part of its investment strategy. LKOR's dividend distributions are influenced by the performance of the underlying assets and are designed to provide investors with a reliable source of income while aiming to protect their investments.
Tracking the Bloomberg Barclays U.S. Corporate Long Term Bond Index, the LKOR ETF seeks to mirror the performance of a diversified universe of longer-term maturity, US-dollar denominated bonds issued by companies with investment-grade credit quality and favorable valuations. The ETF selects eligible securities according to specific criteria, including credit rating, maturity, and outstanding principal, to optimize exposure to a combined proprietary value score and quality score. With transparent, rules-based methodology and monthly reconstitution, LKOR provides investors with a passive approach to gain exposure to the corporate long-term bond market while managing systematic risk.
The correlation aspect of the LKCM Aquinas Long-Short Equity ETF (LKOR) is known for its unique strategy of investing in a diversified universe of longer-term maturity, US-dollar denominated bonds of companies with investment-grade credit quality and favorable valuations. Due to its focus on value and quality metrics, LKOR tends to have low correlation with traditional equity market indices like the S&P 500. Instead, its correlation patterns are influenced by credit market dynamics and the relative performance of the bonds within its portfolio. Investors looking to diversify their portfolio beyond traditional equities may find LKOR's correlation behavior valuable in managing risk and seeking alternative sources of returns.
The iShares iBonds Dec 2030 Term Corporate ETF (LKOR) focuses on the corporate bond sector, specifically targeting longer-term maturity, US-dollar denominated bonds issued by companies with investment-grade credit quality. It employs a rules-based methodology that emphasizes factors like valuation, spread analysis, financial solvency, management efficiency, profitability, and overall quality. LKOR aims to provide investors with exposure to a diversified portfolio of corporate bonds that meet these criteria while maintaining a similar effective duration profile to its eligible universe. As of December 31, 2022, the fund comprised 1,397 issues, and it is governed by transparent, objective rules for security selection, exclusion, rebalancing, and adjustments.
The exposure characteristic of the Loomis Sayles Investment Grade Bond ETF (LKOR) is centered on investment-grade, longer-term maturity, US-dollar denominated bonds issued by companies with solid credit quality and favorable valuations. LKOR follows the proprietary value and quality scores as determined by NTI, its index provider, to optimize its exposure. This ETF primarily invests in a diversified universe of bonds that meet specific criteria, including credit ratings, final maturities, and outstanding principal. LKOR's investment approach is governed by transparent, rules-based methodologies that emphasize securities with the highest value and quality scores. ETF Insider's web app offers an excellent tool to explore LKOR's exposure and gain deeper insights into its portfolio, including sector allocations, overlap, correlations, and more.
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5 min readThe article "What is the LKOR ETF?" dives into the complexities and details of the LKOR ETF (FlexShares Credit-Scored US Long Corporate Bond Index Fund). It provides an analysis of its investment strategy, portfolio holdings, and the benefits and risks associated with investing in this specific Exchange-Traded Fund.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
