LODI
AAM SLC Low Duration Income ETF
📎 Investment Objective
The AAM SLC Low Duration Income ETF (LODI) seeks to provide current income while maintaining a low duration portfolio.
Overview
ETF tracking AAM SLC Low Duration Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The AAM SLC Low Duration Income ETF (LODI) seeks to provide current income while maintaining a low duration portfolio.
🎯 Investment Strategy
The fund invests primarily in investment-grade fixed income securities with a focus on maintaining a low duration profile. The portfolio manager aims to generate income through active security selection and strategic duration management.
✨ Key Features
- Focuses on investment-grade fixed income securities with a low duration profile
- Actively managed to generate current income while managing interest rate risk
- Seeks to provide stability and lower volatility compared to longer-duration bond funds
- Expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's value may decline if interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the fixed income securities
- Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time and price
- Concentration risk: The fund may be more susceptible to factors adversely affecting its sector or industry
👤 Best For
This ETF may be suitable for investors seeking current income and lower interest rate sensitivity, such as those in or nearing retirement or with a conservative risk tolerance. However, investors should be aware of the potential risks associated with fixed income investments.