SLWS - Spend Life Wisely Funds i... Analysis | Stock Taper
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SLWS

Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund
Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund SLW Funds
$101.32 0.00% (+0.00)

Managing Company SLW Funds
Asset Under Management $385.48M
Inception Date Dec 18, 2024
Expense Ratio 0.42%
52w High $101.44
52w Low $100.99
Avg Volume 2
Asset Class Fixed Income

About Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund

WISD broadly invests in global fixed-income securities with a short duration of one year or less. The funds portfolio includes US and foreign bonds, debt securities, commercial paper, mortgage-backed securities, floating-rate securities, and up to 30% in asset-backed securities, such as CLOs rated investment-grade. Junk bonds are limited to 15% of net assets. The fund may invest up to 50% in...

ASSET ALLOCATION BY REGION

United States flag United States
56.64%
Other
19.88%
Canada flag Canada
7.00%
Ireland flag Ireland
3.76%
United Kingdom flag United Kingdom
3.58%
Luxembourg flag Luxembourg
2.08%
France flag France
1.90%
Netherlands flag Netherlands
1.30%
Japan flag Japan
1.05%
Australia flag Australia
0.84%
New Zealand flag New Zealand
0.62%
South Korea flag South Korea
0.46%
Denmark flag Denmark
0.39%
Bermuda flag Bermuda
0.27%
Germany flag Germany
0.26%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.