MSTI
Madison Short-Term Strategic Income ETF
📎 Investment Objective
The Madison Short-Term Strategic Income ETF (MSTI) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.
Overview
ETF tracking Madison Short-Term Strategic Income ETF
Performance
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Investment Summary
📎 Investment Objective
The Madison Short-Term Strategic Income ETF (MSTI) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.
🎯 Investment Strategy
The fund invests primarily in investment-grade short-term bonds, including U.S. government securities, corporate bonds, and mortgage-backed securities. The portfolio is actively managed to maintain an average duration of 1-3 years, aiming to generate income while limiting interest rate risk.
✨ Key Features
- Focuses on short-term, investment-grade fixed income securities
- Actively managed to maintain a low duration portfolio
- Aims to provide current income while preserving capital
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's value may decline when interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
- Liquidity risk: The fund may have difficulty selling certain securities, especially in volatile markets
- Reinvestment risk: When interest rates fall, the fund may have to reinvest coupon payments or proceeds from sales at lower rates
👤 Best For
The Madison Short-Term Strategic Income ETF may be suitable for investors seeking a low-risk, low-volatility fixed income investment that can provide a steady stream of current income. It may be particularly appealing to conservative investors or those with a shorter investment horizon who want to preserve capital while generating some yield.