SJLD
SanJac Alpha Low Duration ETF
📎 Investment Objective
The SanJac Alpha Low Duration ETF (SJLD) seeks to provide low-risk exposure to short-term fixed income securities with the potential for modest income generation.
Overview
ETF tracking SanJac Alpha Low Duration ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SanJac Alpha Low Duration ETF (SJLD) seeks to provide low-risk exposure to short-term fixed income securities with the potential for modest income generation.
🎯 Investment Strategy
SJLD invests primarily in a diversified portfolio of short-term government, corporate, and other fixed income securities. The fund aims to maintain a low duration profile to limit interest rate risk while generating some current income for investors.
✨ Key Features
- Focuses on short-term, high-quality fixed income securities to limit volatility
- Targets a low duration profile, typically less than 1 year, to reduce interest rate sensitivity
- Seeks to provide modest income generation in a low-risk manner
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk as the value of fixed income securities may decline when interest rates rise
- Credit risk if the issuers of the underlying securities experience financial difficulties
- Liquidity risk as some fixed income securities may be difficult to sell quickly
- Concentration risk as the fund may have significant exposure to certain sectors or issuers
👤 Best For
SJLD may be suitable for investors seeking a low-risk, low-volatility fixed income allocation within their overall portfolio, such as those nearing retirement or with a conservative risk tolerance. However, the fund's limited performance history means investors should carefully consider its suitability for their investment objectives and risk profile.