The VictoryShares ESG Core Plus Bond ETF is managed by Victory Capital Management Inc. Under normal circumstances, the fund invests at least 80% of its net assets in debt securities and related instruments with similar economic characteristics. The ETF primarily focuses on securities with a dollar-weighted average portfolio maturity between three to 10 years, encompassing government obligations, mortgage- and asset-backed securities, corporate debt securities, repurchase agreements, and other debt-like instruments. The issuer employs a proprietary credit rating methodology and a proprietary ESG scoring methodology to assess investments, with a focus on environmental, social, and governance (ESG) factors. It aims to invest in issuers demonstrating strong or improving ESG characteristics and may allocate up to 65% of assets to corporate bonds, including a portion in below-investment-grade securities. The fund also has the flexibility to invest in U.S. dollar-denominated foreign and emerging market debt. Overall, the issuer emphasizes responsible investing while actively managing its fixed-income portfolio to enhance returns.
The iShares U.S. Aggregate Bond ETF (UBND) primarily focuses on fixed-income securities, making it less dividend-centric compared to equity-based ETFs. Nevertheless, this ETF distributes income in the form of interest payments on its bond holdings. The dividend distribution occurs on a monthly basis, and investors are eligible to receive these payments in proportion to their holdings in UBND. The exact dividend amount may vary depending on prevailing interest rates, bond maturities, and the overall performance of the underlying bond portfolio. UBND provides investors with a steady income stream through these monthly distributions, making it a suitable choice for those seeking stability and income generation within the fixed-income asset class.
The VictoryShares ESG Core Plus Bond ETF primarily seeks to track the performance of the ESG (Environmental, Social, and Governance) composite score, composed of three key factors: Environmental, Social, and Governance. This ETF invests at least 80% of its net assets in debt securities and derivatives with characteristics similar to these securities. It has a focus on debt securities with a dollar-weighted average portfolio maturity between three to 10 years, including government obligations, mortgage- and asset-backed securities, corporate debt, and more. Additionally, it assigns an ESG score to the securities it holds, incorporating ESG considerations into its credit rating methodology and making selections based on the issuer's sustainability and ESG characteristics. The ETF may also engage in relative value trading and use futures for risk management and enhancing returns.
The correlation aspect of the VictoryShares ESG Core Plus Bond ETF (UBND) is essential for understanding how this ETF behaves in relation to the broader fixed-income market. UBND primarily invests in debt securities with maturities between three to 10 years, including government obligations, corporate debt securities, and mortgage-backed securities. Given its focus on ESG characteristics and investment-grade securities, UBND's correlation with socially responsible bond indices and other ESG-focused investments is noteworthy. Investors interested in ESG-conscious fixed-income investments often analyze UBND's correlation with similar ETFs and benchmarks to align their portfolios with sustainable investing principles.
The VictoryShares ESG Core Plus Bond ETF (UBND) focuses on the bond market, primarily investing in debt securities with a dollar-weighted average portfolio maturity between three to 10 years. The fund emphasizes environmental, social, and governance (ESG) factors in its investment selection process, aiming to include securities with strong or improving ESG characteristics. While UBND primarily focuses on investment-grade securities, it may also allocate a portion of its assets to below-investment-grade bonds and foreign securities to achieve its ESG and investment objectives. The ETF combines traditional credit rating methodologies with proprietary ESG scoring models to assess and assign composite ESG scores to securities in its portfolio, ultimately aligning its investments with sustainable and responsible practices.
The VictoryShares ESG Core Plus Bond ETF (UBND) primarily focuses on debt securities with an average portfolio maturity between three to 10 years. These securities include government obligations, mortgage- and asset-backed securities, corporate debt securities, and more. The fund aims to maintain a high ESG (Environmental, Social, and Governance) score, investing in issuers with strong or improving ESG characteristics, and may engage in relative value trading to enhance returns. For detailed insights into UBND's exposure and ESG scores, use the ETF Insider web app to explore its holdings and correlations with other assets.
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