SCUS
Schwab Ultra-Short Income ETF
📎 Investment Objective
The Schwab Ultra-Short Income ETF (SCUS) seeks to provide current income while maintaining a short duration and low volatility.
Overview
ETF tracking Schwab Ultra-Short Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab Ultra-Short Income ETF (SCUS) seeks to provide current income while maintaining a short duration and low volatility.
🎯 Investment Strategy
The fund invests in a diversified portfolio of high-quality, short-term fixed income securities, including U.S. government bonds, corporate bonds, and other debt instruments. The fund aims to maintain a weighted average maturity of less than one year to limit interest rate risk.
✨ Key Features
- Focuses on ultra-short duration fixed income securities to generate current income
- Seeks to maintain a low-risk profile with minimal volatility
- Diversified portfolio of high-quality, short-term debt instruments
- 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 debt securities it holds
- Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time and price
- Reinvestment risk: The fund may be unable to reinvest proceeds from maturing securities at a yield equal to or higher than the current yield
👤 Best For
The Schwab Ultra-Short Income ETF may be suitable for investors seeking a low-risk, low-volatility investment that can provide current income, while preserving capital. It may be particularly appealing to those with a short-term investment horizon or as a cash management tool within a diversified portfolio.