BUXX Profile
The Strive Enhanced Income Short Maturity ETF is an actively managed exchange-traded fund designed to pursue its investment goals through a strategic focus on short-duration, investment-grade fixed and floating-rate securities. Managed by Strive Asset Management, the ETF aims to enhance income while preserving capital by investing at least 80% of its net assets in U.S.-dollar denominated bonds and debt securities. These securities are typically of high credit quality, including both corporate and government issues.
The funds investment strategy centers on maintaining a conservative interest rate exposure through its short maturity profile. It targets a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. This short-duration focus is intended to minimize interest rate risk, making the fund particularly appealing to investors seeking stability and relatively higher income in a low-interest-rate environment. By concentrating on high-quality, short-term securities, the fund aims to provide a steady stream of income with lower volatility.
In addition to its focus on short-duration assets, the ETF utilizes an enhanced cash strategy to optimize yield. This strategy involves selecting investment-grade securities with the potential for higher returns compared to traditional cash investments. The fund's active management approach allows it to dynamically adjust its portfolio based on market conditions and interest rate expectations, providing flexibility to capitalize on opportunities while managing risks.
Domiciled in the United States, the Strive Enhanced Income Short Maturity ETF is a non-diversified fund, meaning its investments are not concentrated in a specific sector or issuer but are spread across a range of high-quality short-term securities. This structure is designed to offer investors a stable income stream with reduced interest rate sensitivity, aligning with the funds objective of capital preservation and enhanced yield in a low-interest-rate environment.
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