INVG
GMO Systematic Investment Grade Credit ETF
📎 Investment Objective
The GMO Systematic Investment Grade Credit ETF seeks to provide exposure to investment grade corporate bonds while aiming to outperform the Bloomberg U.S. Aggregate Bond Index.
Overview
ETF tracking GMO Systematic Investment Grade Credit ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The GMO Systematic Investment Grade Credit ETF seeks to provide exposure to investment grade corporate bonds while aiming to outperform the Bloomberg U.S. Aggregate Bond Index.
🎯 Investment Strategy
The fund uses a systematic, rules-based approach to select and weight investment grade corporate bonds. It seeks to identify and invest in bonds that are undervalued relative to their credit risk profile.
✨ Key Features
- Focuses on investment grade corporate bonds
- Employs a systematic, quantitative investment process
- Aims to outperform the Bloomberg U.S. Aggregate Bond Index
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk as bond prices may decline when interest rates rise
- Credit risk if the financial condition of the bond issuers deteriorates
- Liquidity risk for less actively traded bonds
- Tracking error risk as the fund's performance may deviate from the benchmark
👤 Best For
This ETF may be suitable for investors seeking exposure to investment grade corporate bonds with the potential for outperformance relative to the broader bond market. It may be appropriate as a core fixed income allocation within a diversified portfolio.
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