Madison短期戰略收益主動型ETF (MSTI.US)
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請參考Madison短期戰略收益主動型ETF (MSTI.US) Madison Short Term Strategic Income ETF(MSTI.US),中文名稱為Madison短期戰略收益主動型ETF,成立於2023/09/05,在NYSE交易所交易,計價幣別為美元,其主要投資地區為美國,投資標的為股票型,本基金為主動型ETF,旨在通過固定收益行業的多元化投資來產生高水平的當前收入。為了保持當前收入相對穩定並限制股價波動,本基金強調投資級證券,並保持較短(通常為3.5年或更短)的平均投資組合期限。在持有的類股中以工業佔37.43%,金融佔29.27%,不動產&商業不動產抵押貸款證券佔21.49%,資產抵押擔保證券佔6.04%,債券佔3.84%,現金佔1.18%,機構債佔0.75%。在持股方面,Bank of America Corp 4.948% 07/22/2028佔2.41%,GE HealthCare Technologies Inc 4.8% 08/14/2029佔2.25%,Capital One Financial Corp 4.1% 02/09/2027佔1.98%,PNC Financial Services Group Inc/The 5.354% 12/02/佔1.95%,Fannie Mae Pool 5% 12/01/2052佔1.93%,Marathon Petroleum Corp 5.15% 03/01/2030佔1.92%,Fifth Third Bancorp 4.772% 07/28/2030佔1.92%,Fannie Mae Pool 5.5% 07/01/2053佔1.88%,Morgan Stanley 3.772% 01/24/2029佔1.87%,United Rentals North America Inc 5.5% 05/15/2027佔1.85%。
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