BMDL

VictoryShares WestEnd Economic Cycle Bond ETF

$25.33

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The VictoryShares WestEnd Economic Cycle Bond ETF (BMDL) seeks to provide exposure to a portfolio of fixed income securities that aims to generate income and capital appreciation by adjusting its holdings based on the current stage of the economic cycle.

Overview

ETF tracking VictoryShares WestEnd Economic Cycle Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2024-06-21

Market Cap $114.0M

Average Volume N/A

Dividend Yield 3.25%

52-Week Range $24.34 - $25.64

VWAP $25.35

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests in a diversified portfolio of investment-grade corporate bonds, government bonds, and other fixed income securities. The fund's portfolio allocation is actively managed to adapt to changing economic conditions, with the goal of outperforming the broad fixed income market during different phases of the economic cycle.

✨ Key Features

Actively managed fixed income portfolio that adjusts exposure based on the economic cycle
Diversified across investment-grade corporate and government bonds
Aims to generate income and capital appreciation
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The fund's performance may be negatively impacted by rising interest rates
Credit risk: The fund is exposed to the risk of default or deterioration in the credit quality of the underlying bonds
Economic cycle risk: The fund's performance is tied to the overall state of the economy, which can be difficult to predict
Liquidity risk: The fund may have difficulty buying or selling certain securities, especially during periods of market stress

👤 Best For

The VictoryShares WestEnd Economic Cycle Bond ETF may be suitable for investors seeking a fixed income investment that aims to adapt to changing economic conditions. It could be a component of a diversified portfolio for investors with a moderate risk tolerance and a medium-term investment horizon.