BUXX

Strive Enhanced Income Short Maturity ETF

$20.30
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Strive Enhanced Income Short Maturity ETF (BUXX) seeks to provide current income while maintaining a short duration portfolio.

Overview

ETF tracking Strive Enhanced Income Short Maturity ETF

Category Value
Issuer Other
Inception Date 2023-08-10
Market Cap $312.9M
Average Volume N/A
Dividend Yield 4.04%
52-Week Range $20.23 - $20.44
VWAP $20.30

Performance

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Investment Summary

📎 Investment Objective

The Strive Enhanced Income Short Maturity ETF (BUXX) seeks to provide current income while maintaining a short duration portfolio.

🎯 Investment Strategy

The fund invests primarily in a diversified portfolio of short-term fixed income securities, including U.S. government bonds, corporate bonds, and other debt instruments. The portfolio is actively managed to maintain an average effective duration of less than 3 years.

✨ Key Features

  • Focuses on short-term, high-quality fixed income securities to generate current income
  • Actively managed portfolio with an average effective duration of less than 3 years
  • Aims to provide a higher level of income compared to traditional short-term bond funds
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Interest rate risk: The value of the fund's holdings may decline if interest rates rise
  • Credit risk: The fund is exposed to the risk of default by the issuers of the debt securities it holds
  • Liquidity risk: The fund may have difficulty selling certain securities, particularly in times of market stress
  • Reinvestment risk: When interest rates fall, the fund may have to reinvest coupon payments or proceeds from sales of securities at lower rates

👤 Best For

This ETF may be suitable for investors seeking a conservative, short-term fixed income investment that can provide a higher level of current income compared to traditional money market or short-term bond funds. It may be particularly attractive for investors with a low risk tolerance or a shorter investment horizon.