SCEC

Sterling Capital Enhanced Core Bond ETF

$25.41
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Sterling Capital Enhanced Core Bond ETF seeks to provide current income and capital appreciation by investing primarily in a diversified portfolio of investment-grade fixed income securities.

Overview

ETF tracking Sterling Capital Enhanced Core Bond ETF

Issuer Other
Inception Date 2025-03-14
Market Cap $473.3M
Average Volume N/A
Dividend Yield 2.67%
52-Week Range $24.65 - $25.71
VWAP $25.42

Performance

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Investment Summary

📎 Investment Objective

The Sterling Capital Enhanced Core Bond ETF seeks to provide current income and capital appreciation by investing primarily in a diversified portfolio of investment-grade fixed income securities.

🎯 Investment Strategy

The fund employs an active management strategy, utilizing fundamental research and risk management to construct a portfolio of high-quality bonds. The portfolio managers aim to generate attractive risk-adjusted returns by identifying undervalued securities and managing interest rate and credit risk.

✨ Key Features

  • Actively managed portfolio of investment-grade fixed income securities
  • Emphasis on generating current income and capital appreciation
  • Utilizes fundamental research and risk management to construct the portfolio
  • Aims to provide attractive risk-adjusted returns

⚠️ Primary Risks

  • Interest rate risk: The value of the fund's holdings may decline as interest rates rise
  • Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
  • Liquidity risk: Some bond holdings may be difficult to sell, especially during periods of market stress
  • Active management risk: The fund's performance may deviate from the broader bond market due to the portfolio manager's investment decisions

👤 Best For

The Sterling Capital Enhanced Core Bond ETF may be suitable for investors seeking current income and moderate capital appreciation from a diversified portfolio of investment-grade fixed income securities. It may be appropriate for investors with a medium-term investment horizon and a moderate risk tolerance.