An emphasis on solid investment disciplines and specific asset classes
Partnering with select institutional managers
Helping investors meet their current cash flow and future capital appreciation goals.
Customized portfolios selected and managed by professional managers
Unlimited access to our bond offerings and dedicated, personal support
Innovative investment and risk management solutions
March 30, 2023
March 27, 2023
TOP
Intelligent Investments, Independent Ideas
PFLD Description
The AAM Low Duration Preferred & Income Securities ETF (NYSE:PFLD) seeks to track the investment results of an index composed of shorter duration exchange-listed U.S. dollar denominated hybrid debt and preferred stock publicly issued by corporations in the U.S. domestic market.
The PFLD Advantage
Provide high monthly income: PFLD targets preferred securities which have historically offered higher yields than similarly rated bonds thus providing a solution to diversify income streams. Preferred securities may also pay qualified dividends which are taxed at a lower rate than ordinary income.
Reduce interest rate risk: PFLD targets preferred securities with an option-adjusted duration less than five years in an effort to reduce interest rate risk.
Diversify your portfolio: PFLD targets hybrid securities that have exhibited lower correlations to traditional stock and bond strategies, offering a way to diversify investments and potentially mitigate volatility.
Performance (As of 12/30/2022)
Distributions
Top Holdings (As of 03/30/2023)
Sector Allocation (As of 03/30/2023)
Holdings By Country (As of 03/30/2023)
Literature
* The IOPV is calculated by ICE Data Services.