Last week for Halloween, VettaFi’s Todd Rosenbluth offered a collection of “Ticker Treats.” Here’s a roundup of the ticker haul from Halloween.
Targeting Durations With XHLF
The BondBloxx Six Month Target Duration US Treasury ETF (XHLF ) gives investors stable, precise duration exposure. Accordingly, it made a terrific ticker treat for Rosenbluth, the hare. It holds a diversified portfolio of U.S. Treasury securities, meaning there is no credit risk. Additionally, it targets interest rate exposure of just six months, making the volatility low.
TUSI Offers Safety and Yields
Rosenbluth also doled out the ticker treat that is the Touchstone Ultra Short Income ETF (TUSI ). This active strategy focuses on high-conviction investments that differ from the benchmark, aiming for outperformance. Accordingly, it offers ultra-short direction and high credit quality. The idea is to offer the safety of cash with the potential for higher yield. Currently, TUSI’s trailing 12-month yield sits at 6.89%, which outperforms money market funds. It is a useful ticker treat for cautious investors.
GQI is the Ticker Treat for Investors Seeking Income, Quality
Getting high-quality equities and an options overlay for income makes the Natixis Gateway Quality Income ETF (GQI ) a gateway to yields. The ticker aims for exposure to companies that exhibit high profitability, strong cash flow, and solid balance sheets. Meanwhile, the options component helps generate yields. This fund is a true treat for risk-aware and cost-conscious investors. GQI has a number of uses in a portfolio as well, either as a conservative equity allocation, an income generator, or as a complement to credit.
Ticker Treat Yourself with FWD
Rosenbluth also treated investors to the AB Disruptors ETF (FWD ). FWD is an active strategy that searches for disruptive leaders across sectors and geographies. It looks to outperform global growth equity markets, uses top-down thematic research, and boasts a robust risk management process. It normally holds anywhere between 80–100 stocks that are aligned with long-term secular growth trends.
Find the Right Strategies at Exchange
Just because Halloween is ancient history doesn’t mean the ticker treats have to stop. Register for exchange and hear from thought leaders, strategists and experts in Las Vegas this March.
For more news, information, and analysis, visit VettaFi | ETFDB.
