The investment seeks capital preservation and current income. The fund is an actively managed exchange-traded fund (“ETF”) that normally invests at least 80% of its total assets in investment ...

The investment seeks to provide capital preservation and current income by investing principally in a portfolio composed of U.S. dollar-denominated AAA‑rated collateralized loan obligations (“CLOs”).

The advisor pursues the investment objective by investing, under normal circumstances, at least 90% of the fund's net assets in CLOs of any maturity that are rated AAA at the time of purchase, or if ...

The Portfolio aims to achieve a target average return of 4-5% over the Benchmark (as specified in the “Benchmark” section below) before fees over a market cycle (typically 3 years or over) by ...

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Carla Tardi is a technical editor and digital content producer with 25+ years of experience at top-tier investment banks and money-management firms. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an ...

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